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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):+ Reagan Companies Asset Management, Inc $1.16B · Syracuse, NY+ Lake Street $1.16B · Chicago, IL+ Paragon Financial Advisors $1.05B · College Station, TX+ Rogers Wealth Group, Inc. $1.04B · Fort Worth, TX
Dallas, TX
Charleston, WV
New York, NY
Assets under management$1.1B$1.16B$1.05B
Asset growth, last 2 years+648%+41%–
Advisory staff108510
Individual clients2,387338876
Assets per client$462K$3.4M$1.2M
Clients per advisor226888
Main custodianSchwabSchwab–
Filing with the SEC since20212012 or earlier2024
Tools in their stack224
People on Advicer.bio128510

From each firm's latest Form ADV (Oct 2026, Mar 2026, Apr 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, LLCMatauro, LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
Website Builders
Squarespace–Uses it–
Wix––Uses it
Client File Sharing
DropboxUses it––
CRM
SS&C Black DiamondUses it–Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Integrity Advisory Solutions: Schwab · Ntv Asset Management, LLC: Schwab · Matauro, LLC: none listed