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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 Elevation Advisory Partners LLC (swap one in):+ Leicht Financial Planning and Wealth Management $237.4M · Parsippany, NJ+ Capital Financial Group, Inc. $237.4M · Littleton, CO+ Ponta Wealth Partners, LLC $214.3M · Winter Park, FL+ Global Trust Wealth Management LLC $213.7M · West Palm Beach, FL
Orlando, FL
Tallahassee, FL
Tampa, FL
Assets under management$226M$238.5M$237.7M
Asset growth, last 2 years+32%+63%+95%
Advisory staff453
Individual clients378250248
Assets per client$598K$954K$959K
Clients per advisor955083
Main custodianSchwabSchwabRaymond James
Filing with the SEC since202120192021
Tools in their stack221
People on Advicer.bio364

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

ToolElevation Advisory Partners LLCSmith BruerGolden Road Advisors LLC
Custodial Platform
Charles SchwabUses itUses it–
Raymond James––Uses it
Digital Marketing
Snappy KrakenUses it––
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Elevation Advisory Partners LLC: Schwab · Smith Bruer: Schwab, Ascensus Broker Dealer Services, LLC, Mid Atlantic Trust Company · Golden Road Advisors LLC: Raymond James