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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 Management (swap one in):+ Mccarter Investments, LLC $81.2M+ Aries Financial Navigators, Inc. $81.1M · Lititz, PA+ Sage Hill Advisory and Management LLC $73.3M · Saratoga Springs, NY+ Retirement Income Strategies Inc. $73.2M · Palm Beach Gardens, FL
Sarasota, FL
Winter Park, FL
Winter Park, FL
Assets under management$77.2M$81.5M$73.1M
Asset growth, last 2 years––+19%
Advisory staff412
Individual clients1106029
Assets per client$702K$1.4M$2.5M
Clients per advisor286015
Main custodian––U.S. Bank
Filing with the SEC since202620262013
Tools in their stack–––
People on Advicer.bio311

From each firm's latest Form ADV (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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Integrity Wealth Management: none listed · Avenues Wealth, LLC: none listed · Lyons Investment Management: U.S. Bank