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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 Elemental Capital Partners LLC (swap one in):+ Independent Wealth Management, LLC $203M · Traverse City, MI+ Forness Financial LLC $202.8M · Needham, MA+ Magnolia Wealth Management LLC $183.3M · Dothan, AL+ Econologics Financial Advisors $183.2M · Largo, FL
Boca Raton, FL
Eagle, CO
Assets under management$193.1M$202.9M$183.3M
Asset growth, last 2 years+98%+30%+31%
Advisory staff125
Individual clients63107200
Assets per client$3.1M$1.9M$916K
Clients per advisor635440
Main custodianSchwab–Schwab
Filing with the SEC since20212012 or earlier2020
Tools in their stack–12
People on Advicer.bio115

From each firm's latest Form ADV (Mar 2026, Sep 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.

ToolElemental Capital Partners LLCSyntax Research, Inc.Elevate Capital Advisors
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Elemental Capital Partners LLC: Schwab · Syntax Research, Inc.: none listed · Elevate Capital Advisors: Schwab