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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
Canadian, TX
Assets under management$76.7M$81M$80.6M
Asset growth, last 2 years–––
Advisory staff213
Individual clients16173169
Assets per client$476K$1.1M$477K
Clients per advisor817356
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–53
People on Advicer.bio213

From each firm's latest Form ADV (Mar 2026, Jul 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 AdvisorsPerennial Wealth Advisors, LLC
Custodial Platform
Charles Schwab–Uses itUses it
Altruist–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it