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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 Intellus Advisors, LLC (swap one in):+ Activest Wealth Management, LLC $1.46B · Aventura, FL+ Fourstar Wealth Advisors, LLC $1.42B · Chicago, IL+ Bigsur Partners, LLC $1.28B · Miami, FL+ American Financial Advisors Inc $1.28B · Winter Park, FL
Naples, FL
Vero Beach, FL
Columbus, OH
Assets under management$1.35B$1.44B$1.42B
Asset growth, last 2 years–+54%+64%
Advisory staff9812
Individual clients1,0021,321944
Assets per client$1.3M$1.1M$1.5M
Clients per advisor11116579
Main custodian–FolioSchwab
Filing with the SEC since202420232022
Tools in their stack121
People on Advicer.bio9912

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

ToolIntellus Advisors, LLCSpirepoint Private Client, LLCAntolino Wealth Advisors
Advisor Lead Gen
WiserAdvisor–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy KrakenUses it––
Schedule Apps
GReminders––Uses it

Custodians on Form ADV: Intellus Advisors, LLC: none listed · Spirepoint Private Client, LLC: Folio · Antolino Wealth Advisors: Schwab, Fidelity