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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):+ Gunderson Capital Management $395.8M · Mount Pleasant, SC+ Mann Financial Group $395.5M · Detroit Lakes, MN+ Mcdonald Capital Management $357.7M · Lubbock, TX+ Applied Capital LLC $357.5M · Little Rock, AR
Scottsdale, AZ
Scottsdale, AZ
Albuquerque, NM
Assets under management$376.6M$398M$395.5M
Asset growth, last 2 years+27%+179%+30%
Advisory staff421
Individual clients96140283
Assets per client$3.9M$2.8M$1.4M
Clients per advisor2470283
Main custodianFidelityAltruistSchwab
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack552
People on Advicer.bio411

From each firm's latest Form ADV (Mar 2026, Feb 2026, Jan 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 LLCPortfolio Wealth Advisors
Custodial Platform
Charles SchwabUses itUses it–
Altruist–Uses it–
Wealthscape (Fidelity)Uses it––
Schedule Apps
Acuity SchedulingUses it––
Calendly–Uses it–
Website Builders
Squarespace––Uses it
Webflow–Uses it–
Advisor Lead Gen
WealthtenderUses it––
CRM
SS&C Black DiamondUses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Intelligent Capitalworks: Fidelity · Luminvest Wealth Management LLC: Altruist · Portfolio Wealth Advisors: Schwab