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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 Elysium Wealth Management, LLC (swap one in):+ Rebel Financial, LLC $370.5M · Groveport, OH+ Catalyst Private Wealth, LLC $370.4M · San Mateo, CA+ Slayton Lewis Inc $334.4M · Salt Lake City, UT+ American Capital Advisory, LLC $334.4M · Ketchum, ID
South Jordan, UT
Roy, UT
Long Beach, CA
Assets under management$352.3M$372.9M$370.2M
Asset growth, last 2 years+204%+18%+23%
Advisory staff1043
Individual clients765249409
Assets per client$460K$1.5M$905K
Clients per advisor7762136
Main custodianSchwabRaymond JamesFidelity
Filing with the SEC since20242012 or earlier2022
Tools in their stack11–
People on Advicer.bio1755

From each firm's latest Form ADV (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.

ToolElysium Wealth Management, LLCThe Karras Company, Inc.Wealthspring
Custodial Platform
Charles SchwabUses it––
Raymond James–Uses it–

Custodians on Form ADV: Elysium Wealth Management, LLC: Schwab, Eqis Capital Management, Inc. · The Karras Company, Inc.: Raymond James · Wealthspring: Fidelity