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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 Ia Network, LLC (swap one in):+ Img Wealth Management, Inc. $209.7M · Jacksonville, FL+ Shellman Investment Management, LLC $209.6M · Coral Gables, FL+ Solutions 4 Wealth $189.4M · Southlake, TX+ Ridgeline Wealth Advisors, LLC. $189M · Raleigh, NC
Charlotte, NC
Charlotte, NC
Assets under management$199.5M$209.9M$209.8M
Asset growth, last 2 years+24%+56%+60%
Advisory staff425
Individual clients25952175
Assets per client$770K$4M$1.2M
Clients per advisor652635
Main custodianSchwabSchwabSchwab
Filing with the SEC since20222012 or earlier2016
Tools in their stack––7
People on Advicer.bio424

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

ToolIa Network, LLCGouws Capital LLCCultivating Wealth
Advisory Fee Billing
AdvicePay––Uses it
CRM
Wealthbox––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
TAMP
GeoWealth––Uses it
Tax Planning
Holistiplan––Uses it
Workflow Support
Hubly––Uses it

Custodians on Form ADV: Ia Network, LLC: Schwab, SEI · Gouws Capital LLC: Schwab · Cultivating Wealth: Schwab