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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
Albuquerque, NM
Assets under management$165.6M$174M$174M
Asset growth, last 2 years+37%+77%+64%
Advisory staff1524
Individual clients395119216
Assets per client$419K$1.5M$806K
Clients per advisor266054
Main custodian–SchwabInteractive Brokers
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack241
People on Advicer.bio1523

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.

ToolFeltl AdvisorsChancellor Wealth Management, Inc.Hanseatic Management Services Inc
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––
Risk Tolerance
OnPointe Risk Analyzer––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Feltl Advisors: none listed · Chancellor Wealth Management, Inc.: Schwab · Hanseatic Management Services Inc: Interactive Brokers