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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+ The Professional Financial Company LLC $246.1M · Orem, UT+ Asempa Wealth Advisors $246M · Baton Rouge, LA
Little Rock, AR
Burlington, MA
Assets under management$259.2M$272.3M$246.1M
Asset growth, last 2 years+129%+56%+12%
Advisory staff222
Individual clients179153196
Assets per client$1.4M$1.8M$1.3M
Clients per advisor907798
Main custodianFidelitySchwabRaymond James
Filing with the SEC since202420202012 or earlier
Tools in their stack311
People on Advicer.bio323

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.

ToolElevation Wealth ManagementMendel Capital Management, LLCNefpg
Custodial Platform
Raymond James––Uses it
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses itUses it–
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Elevation Wealth Management: Fidelity · Mendel Capital Management, LLC: Schwab · Nefpg: Raymond James