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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 Feltl Advisors (swap one in):+ Hanseatic Management Services Inc $174M · Albuquerque, NM+ Infinity Financial Services Advisory $174M · Oakland, CA+ Water Valley Investment Advisors, Inc. $157.2M · Sioux Center, IA+ Vested Financial Planning, LLC $157.2M
Plymouth, MN
Atlanta, GA
Reno, NV
Assets under management$165.6M$174M$174M
Asset growth, last 2 years+37%+77%+62%
Advisory staff1521
Individual clients395119144
Assets per client$419K$1.5M$1.2M
Clients per advisor2660144
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier20222022
Tools in their stack24–
People on Advicer.bio1521

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

ToolFeltl AdvisorsChancellor Wealth Management, Inc.Athena Wealth Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)Uses it––
CRM
SS&C Black Diamond–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Portfolio Management
EnvestnetUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Feltl Advisors: none listed · Chancellor Wealth Management, Inc.: Schwab · Athena Wealth Management, LLC: Fidelity