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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):+ Ferguson Shapiro LLC $415.2M · Decatur, GA+ Western Financial Corporation $414.4M · San Diego, CA+ Bouvel Investment Partners, LLC $374.4M · Phoenixville, PA+ Km Capital Management, LTD. $374.4M · Austin, TX
New York, NY
Los Altos, CA
Assets under management$394.3M$414.7M$415M
Asset growth, last 2 years+277%+17%+43%
Advisory staff271
Individual clients117354121
Assets per client$3.4M$1.2M$3.4M
Clients per advisor5951121
Main custodianSchwabSchwabWells Fargo
Filing with the SEC since20182012 or earlier2023
Tools in their stack162
People on Advicer.bio262

From each firm's latest Form ADV (May 2026, Jul 2026, Mar 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 AdvisorsFlywheel Private Wealth LLC
Website Builders
Squarespace–Uses it–
Webflow––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses itUses it
Investment Data/Analytics
Morningstar–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Integrity Investment Advisors: Schwab · Momentum Advisors: Schwab · Flywheel Private Wealth LLC: Wells Fargo