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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 Intellectus Partners, LLC (swap one in):+ Csenge Advisory Group, LLC $3.17B · Clearwater, FL+ Cyndeo Wealth Partners $3.15B · St. Petersburg, FL+ Angeles Wealth Management, LLC $2.81B · Santa Monica, CA+ Ohana Advisors $2.78B · San Rafael, CA
San Francisco, CA
Manhattan Beach, CA
Minnetonka, MN
Assets under management$2.98B$3.25B$3.15B
Asset growth, last 2 years+155%+46%+23%
Advisory staff61068
Individual clients1972063,499
Assets per client$15.1M$15.8M$900K
Clients per advisor332151
Main custodianFidelityFidelitySchwab
Filing with the SEC since201420142012 or earlier
Tools in their stack32–
People on Advicer.bio61058

From each firm's latest Form ADV (Oct 2026, Sep 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.

ToolIntellectus Partners, LLCMonograph Wealth Advisors, LLCAdvisornet Wealth Partners
CRM
HubSpotUses it––
Custodial Platform
Wealthscape (Fidelity)Uses it––
Performance Reporting
AddeparUses itUses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Intellectus Partners, LLC: Fidelity · Monograph Wealth Advisors, LLC: Fidelity, Schwab · Advisornet Wealth Partners: Schwab, Fidelity