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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 Wealth LLC (swap one in):+ 1 North Wealth Services, LLC $320.4M · Annapolis, MD+ Sawyer & Co Inc $320.1M · Boston, MA+ Hiley Hunt Wealth Management, Inc. $289.6M · Omaha, NE+ Family Cfo Inc $289.5M
Eugene, OR
Augusta, GA
Palmetto Bay, FL
Assets under management$304.8M$320.2M$320.2M
Asset growth, last 2 years–+60%+21%
Advisory staff535
Individual clients245293202
Assets per client$1.2M$1.1M$1.6M
Clients per advisor499840
Main custodianFidelitySchwabFidelity
Filing with the SEC since202420222012 or earlier
Tools in their stack11–
People on Advicer.bio635

From each firm's latest Form ADV (Aug 2026, Apr 2026, Jun 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 Wealth LLCWynn CapitalAlhambra Investment Management LLC
CRM
Envestnet Tamarac–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Integrity Wealth LLC: Fidelity · Wynn Capital: Schwab · Alhambra Investment Management LLC: Fidelity, Schwab