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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 Investment Advisors (swap one in):+ Flywheel Private Wealth LLC $415M · Los Altos, CA+ Western Financial Corporation $414.4M · San Diego, CA+ Km Capital Management, LTD. $374.4M · Austin, TX+ The Pitti Group Wealth Management, LLC $374.3M · Victor, NY
New York, NY
Phoenixville, PA
Assets under management$394.3M$414.7M$374.4M
Asset growth, last 2 years+277%+17%+40%
Advisory staff272
Individual clients117354206
Assets per client$3.4M$1.2M$1.8M
Clients per advisor5951103
Main custodianSchwabSchwabPershing
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack163
People on Advicer.bio263

From each firm's latest Form ADV (May 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 Investment AdvisorsMomentum AdvisorsBouvel Investment Partners, LLC
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Investment Data/Analytics
Morningstar–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
CalendlyUses itUses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Integrity Investment Advisors: Schwab · Momentum Advisors: Schwab · Bouvel Investment Partners, LLC: Pershing