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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 Integral Wealth Management (swap one in):+ Navista Wealth Management, Inc. $709.6M · Minnetonka, MN+ Rogan & Associates $709.6M · Safety Harbor, FL+ Libra Wealth LLC $639.8M · Los Gatos, CA+ Tcfg Investment Advisors, LLC $639.4M · Laguna Niguel, CA
Turlock, CA
Newport Beach, CA
Los Angeles, CA
Assets under management$673.9M$720.7M$715M
Asset growth, last 2 years+160%+23%–
Advisory staff544
Individual clients444328131
Assets per client$1.5M$2.2M$5.5M
Clients per advisor898233
Main custodianSchwabSchwabWells Fargo
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack11–
People on Advicer.bio564

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.

ToolIntegral Wealth ManagementRs Crum Inc.Atlas Legacy Advisors LLC
CRM
Envestnet Tamarac–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Integral Wealth Management: Schwab · Rs Crum Inc.: Schwab · Atlas Legacy Advisors LLC: Wells Fargo