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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 Innovative Advisory Partners, LLC (swap one in):+ Willow Grove Advisors, LLC $369.8M · Berkeley, CA+ Menlo Advisors LLC $369.7M · Menlo Park, CA+ Slayton Lewis Inc $334.4M · Salt Lake City, UT+ American Capital Advisory, LLC $334.4M · Ketchum, ID
Hixson, TN
Holladay, UT
Bethesda, MD
Assets under management$352.1M$369.7M$369.8M
Asset growth, last 2 years+77%+61%+33%
Advisory staff656
Individual clients442307127
Assets per client$797K$1.2M$2.9M
Clients per advisor746121
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20212021
Tools in their stack–22
People on Advicer.bio656

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

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.

ToolInnovative Advisory Partners, LLCInterwiseGlassy Mountain Advisors, Inc.
CRM
SS&C Black Diamond––Uses it
Email & Office Suites
Microsoft 365–Uses it–
Financial Planning
Envestnet MoneyGuide––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Innovative Advisory Partners, LLC: Schwab · Interwise: Schwab · Glassy Mountain Advisors, Inc.: Fidelity, Schwab