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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 Integrity Advisory Solutions (swap one in):+ Fortis Capital Management LLC $1.16B · Bellevue, WA+ Reagan Companies Asset Management, Inc $1.16B · Syracuse, NY+ Paragon Financial Advisors $1.05B · College Station, TX+ Rogers Wealth Group, Inc. $1.04B · Fort Worth, TX
Dallas, TX
Charleston, WV
Chicago, IL
Assets under management$1.1B$1.16B$1.16B
Asset growth, last 2 years+648%+41%+16%
Advisory staff10856
Individual clients2,387338598
Assets per client$462K$3.4M$1.9M
Clients per advisor2268100
Main custodianSchwabSchwabRaymond James
Filing with the SEC since20212012 or earlier2018
Tools in their stack22–
People on Advicer.bio12856

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

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.

ToolIntegrity Advisory SolutionsNtv Asset Management, LLCLake Street
Client File Sharing
DropboxUses it––
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Integrity Advisory Solutions: Schwab · Ntv Asset Management, LLC: Schwab · Lake Street: Raymond James, Schwab