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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):+ Sterling Investment Advisors,LLC $229.3M · Bolivar, MO+ Antonelli Financial Advisors, LLC $229.1M · Grosse Pointe, MI+ Counterweight Private Wealth $207.2M · Wilmington, NC+ Purtill Financial LLC $207.1M · Highland Heights, OH
Durham, NC
Cornelius, NC
Arden, NC
Assets under management$218.2M$229.2M$206.5M
Asset growth, last 2 years+86%+27%+17%
Advisory staff423
Individual clients13598245
Assets per client$1.6M$2.3M$843K
Clients per advisor344982
Main custodianSchwabFidelitySchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio322

From each firm's latest Form ADV (Mar 2026, Feb 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 WealthKenneth Frenke & Co
Financial Planning
eMoneyUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Integrated Wealthcare, LLC: Schwab · Powell Wealth: Fidelity · Kenneth Frenke & Co: Schwab