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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+ Navista Wealth Management, Inc. $709.6M · Minnetonka, MN+ Libra Wealth LLC $639.8M · Los Gatos, CA+ Tcfg Investment Advisors, LLC $639.4M · Laguna Niguel, CA
Turlock, CA
Newport Beach, CA
Safety Harbor, FL
Assets under management$673.9M$720.7M$709.6M
Asset growth, last 2 years+160%+23%+21%
Advisory staff549
Individual clients4443281,481
Assets per client$1.5M$2.2M$479K
Clients per advisor8982165
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack111
People on Advicer.bio568

From each firm's latest Form ADV (Mar 2026, Sep 2026, May 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.Rogan & Associates
CRM
Envestnet Tamarac–Uses it–
SS&C Black Diamond––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Integral Wealth Management: Schwab · Rs Crum Inc.: Schwab · Rogan & Associates: Schwab, Lincoln Financial Securities Corporation