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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 Integrated Planning LLC (swap one in):+ Cypress Wealth Advisors, LLC $80.6M · Shavano Park, TX+ Crosswell Family Wealth Advisors $80.6M · The Woodlands, TX+ Kraus Capital Management, LLC $72.9M · San Antonio, TX+ Seastrunk Financial Management, LLC $72.2M · Florence, SC
Aiken, SC
Mount Pleasant, SC
Mount Pleasant, SC
Assets under management$76.7M$81M$72.1M
Asset growth, last 2 years–––
Advisory staff212
Individual clients16173210
Assets per client$476K$1.1M$344K
Clients per advisor8173105
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–55
People on Advicer.bio212

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

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.

ToolIntegrated Planning LLCCharleston Wealth AdvisorsConvergent Financial Group
Custodial Platform
Charles Schwab–Uses itUses it
Altruist–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses itUses it
Envestnet MoneyGuide–Uses it–
CRM
SS&C Black Diamond––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
Wix––Uses it