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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Captar Private Wealth (swap one in):+ Chancellor Wealth Management, Inc. $174M · Atlanta, GA+ Clp Asset Management, LLC $173.8M+ Vested Financial Planning, LLC $157.2M+ Delphinus Financial Advisors, LLC $157.1M · Mansfield, MA
St. Louis Park, MN
Boston, MA
Oakland, CA
Assets under management$165.5M$173.9M$174M
Asset growth, last 2 years+55%+26%+20%
Advisory staff3335
Individual clients18446642
Assets per client$899K$3.8M$271K
Clients per advisor611518
Main custodian–SchwabSchwab
Filing with the SEC since202320172019
Tools in their stack–22
People on Advicer.bio1241

From each firm's latest Form ADV (Jul 2026, May 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolCaptar Private WealthLevatus LLCInfinity Financial Services Advisory
Website Builders
Squarespace–Uses it–
Wix––Uses it
Custodial Platform
Charles Schwab––Uses it
Performance Reporting
Orion–Uses it–

Custodians on Form ADV: Captar Private Wealth: none listed · Levatus LLC: Schwab · Infinity Financial Services Advisory: Schwab, RBC, SEI