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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 Fidelis Financial Planning, LLC (swap one in):+ Arnold and Mote Wealth Management $168.2M · Hiawatha, IA+ Novadius Wealth Management $168.2M · Overland Park, KS+ Infinity Wealth Counsel, LLC $151.9M · Loveland, OH+ Portfolio Management, LLC $151.9M · Austin, TX
Saint Charles, MO
Independence, MO
Appleton, WI
Assets under management$160M$168.4M$168.2M
Asset growth, last 2 years–+159%–
Advisory staff143
Individual clients149385310
Assets per client$1.1M$437K$543K
Clients per advisor14996103
Main custodianSchwabSchwab–
Filing with the SEC since20242012 or earlier2024
Tools in their stack–––
People on Advicer.bio143

From each firm's latest Form ADV (Apr 2026, 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Fidelis Financial Planning, LLC: Schwab · Stewardship Capital: Schwab, Fidelity · Stonehaven Wealth & Tax Solutions: none listed