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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 Intelligent Capitalworks (swap one in):+ Mann Financial Group $395.5M · Detroit Lakes, MN+ Portfolio Wealth Advisors $395.5M · Albuquerque, NM+ Mcdonald Capital Management $357.7M · Lubbock, TX+ Conservative Wealth Management LLC $357.5M
Scottsdale, AZ
Scottsdale, AZ
Little Rock, AR
Assets under management$376.6M$398M$357.5M
Asset growth, last 2 years+27%+179%+25%
Advisory staff428
Individual clients96140687
Assets per client$3.9M$2.8M$520K
Clients per advisor247086
Main custodianFidelityAltruistSchwab
Filing with the SEC since2012 or earlier20232019
Tools in their stack55–
People on Advicer.bio419

From each firm's latest Form ADV (Mar 2026, Feb 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.

ToolIntelligent CapitalworksLuminvest Wealth Management LLCApplied Capital LLC
Custodial Platform
Charles SchwabUses itUses it–
Altruist–Uses it–
Wealthscape (Fidelity)Uses it––
Schedule Apps
Acuity SchedulingUses it––
Calendly–Uses it–
Advisor Lead Gen
WealthtenderUses it––
CRM
SS&C Black DiamondUses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Intelligent Capitalworks: Fidelity · Luminvest Wealth Management LLC: Altruist · Applied Capital LLC: Schwab