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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):+ Atlas Legacy Advisors LLC $715M · Los Angeles, CA+ Rogan & Associates $709.6M · Safety Harbor, FL+ Tcfg Investment Advisors, LLC $639.4M · Laguna Niguel, CA+ Fire Capital Management, LLC $635.5M · San Francisco, CA
Turlock, CA
Newport Beach, CA
Los Gatos, CA
Assets under management$673.9M$720.7M$639.8M
Asset growth, last 2 years+160%+23%+57%
Advisory staff544
Individual clients444328143
Assets per client$1.5M$2.2M$4.5M
Clients per advisor898236
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack113
People on Advicer.bio564

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

ToolIntegral Wealth ManagementRs Crum Inc.Libra Wealth LLC
CRM
Envestnet Tamarac–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it–Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Integral Wealth Management: Schwab · Rs Crum Inc.: Schwab · Libra Wealth LLC: Schwab