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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):+ Athena Wealth Management, LLC $174M · Reno, NV+ 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
Mansfield, MA
Assets under management$165.6M$174M$157.1M
Asset growth, last 2 years+37%+77%–
Advisory staff1522
Individual clients39511990
Assets per client$419K$1.5M$1.7M
Clients per advisor266045
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20222024
Tools in their stack244
People on Advicer.bio1522

From each firm's latest Form ADV (Mar 2026, Jan 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.Delphinus Financial Advisors, LLC
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)Uses it––
Portfolio Management
EnvestnetUses it––
Orion––Uses it
Client File Sharing
ShareFile––Uses it
CRM
SS&C Black Diamond–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

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