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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 Wealth Management (swap one in):+ Alliance Wealth Management Partners LLC $272.4M · Knoxville, TN+ Camelot Portfolios, LLC $272.2M · Maumee, OH+ Nefpg $246.1M · Burlington, MA+ The Professional Financial Company LLC $246.1M · Orem, UT
Little Rock, AR
Baton Rouge, LA
Assets under management$259.2M$272.3M$246M
Asset growth, last 2 years+129%+56%+83%
Advisory staff223
Individual clients17915387
Assets per client$1.4M$1.8M$2.8M
Clients per advisor907729
Main custodianFidelitySchwabFidelity
Filing with the SEC since202420202023
Tools in their stack312
People on Advicer.bio323

From each firm's latest Form ADV (Mar 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.

ToolElevation Wealth ManagementMendel Capital Management, LLCAsempa Wealth Advisors
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses itUses it–
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Elevation Wealth Management: Fidelity · Mendel Capital Management, LLC: Schwab · Asempa Wealth Advisors: Fidelity