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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 Wealthcare, LLC (swap one in):+ Rightwealth Advisors, LLC $229.3M · Miamisburg, OH+ Sterling Investment Advisors,LLC $229.3M · Bolivar, MO+ Counterweight Private Wealth $207.2M · Wilmington, NC+ Kenneth Frenke & Co $206.5M · Arden, NC
Durham, NC
Cornelius, NC
Grosse Pointe, MI
Assets under management$218.2M$229.2M$229.1M
Asset growth, last 2 years+86%+27%+64%
Advisory staff422
Individual clients13598189
Assets per client$1.6M$2.3M$1.2M
Clients per advisor344995
Main custodianSchwabFidelityFidelity
Filing with the SEC since20212012 or earlier2024
Tools in their stack2–5
People on Advicer.bio322

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

ToolIntegrated Wealthcare, LLCPowell WealthAntonelli Financial Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)––Uses it
Website Builders
WebflowUses it––
Wix––Uses it
CRM
Envestnet Tamarac––Uses it

Custodians on Form ADV: Integrated Wealthcare, LLC: Schwab · Powell Wealth: Fidelity · Antonelli Financial Advisors, LLC: Fidelity, Schwab