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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+ Seastrunk Financial Management, LLC $72.2M · Florence, SC+ Convergent Financial Group $72.1M · Mount Pleasant, SC
Aiken, SC
Mount Pleasant, SC
San Antonio, TX
Assets under management$76.7M$81M$72.9M
Asset growth, last 2 years––+45%
Advisory staff211
Individual clients16173180
Assets per client$476K$1.1M$405K
Clients per advisor8173180
Main custodian–––
Filing with the SEC since202620262016
Tools in their stack–5–
People on Advicer.bio211

From each firm's latest Form ADV (Mar 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

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 AdvisorsKraus Capital Management, LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–