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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 Iht Wealth Management LLC (swap one in):+ Great Valley Advisor Group, LLC $10.6B · Berwyn, PA+ Parallel Advisors, LLC $10.31B · San Francisco, CA+ Crawford Investment Counsel Inc $9.14B · Atlanta, GA+ Bradley Foster & Sargent Inc $9.07B · Hartford, CT
Chicago, IL
Atlanta, GA
Portland, ME
Assets under management$9.8B$10.6B$9.09B
Asset growth, last 2 years+103%+55%+31%
Advisory staff15324729
Individual clients25,09612,4263,961
Assets per client$391K$853K$2.3M
Clients per advisor16450137
Main custodianLPL Financial––
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack3––
People on Advicer.bio1602551

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.

ToolIht Wealth Management LLCAdvisory Services NetworkH.m. Payson
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Iht Wealth Management LLC: LPL Financial · Advisory Services Network: none listed · H.m. Payson: none listed