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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 Entruity Wealth, LLC (swap one in):+ Ember L. Flack, Jd, CFP, Clu, Chfc $180M+ T2 Asset Management, LLC $180M · Naperville, IL+ Dedicated Capital Advisors, LLC $162.5M · San Francisco, CA+ Fell Capital Management $161.8M · Newport Beach, CA
Bakersfield, CA
Beverly Hills, CA
Pasadena, CA
Assets under management$171.3M$180.2M$180M
Asset growth, last 2 years+44%+9%–
Advisory staff212
Individual clients3028337
Assets per client$567K$2.2M$4.9M
Clients per advisor1518319
Main custodianSchwabSchwabFidelity
Filing with the SEC since20172012 or earlier2024
Tools in their stack4–1
People on Advicer.bio212

From each firm's latest Form ADV (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.

ToolEntruity Wealth, LLCLewis Capital ManagementHall Capital, LLC
Custodial Platform
AltruistUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Entruity Wealth, LLC: Schwab · Lewis Capital Management: Schwab · Hall Capital, LLC: Fidelity