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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):+ Fourstar Wealth Advisors, LLC $1.42B · Chicago, IL+ Antolino Wealth Advisors $1.42B · Columbus, OH+ American Financial Advisors Inc $1.28B · Winter Park, FL+ Professional Advisory Services Inc $1.26B · Vero Beach, FL
Naples, FL
Vero Beach, FL
Miami, FL
Assets under management$1.35B$1.44B$1.28B
Asset growth, last 2 years–+54%+5%
Advisory staff989
Individual clients1,0021,32179
Assets per client$1.3M$1.1M$16.2M
Clients per advisor1111659
Main custodian–FolioJ.P. Morgan
Filing with the SEC since202420232012 or earlier
Tools in their stack122
People on Advicer.bio995

From each firm's latest Form ADV (Mar 2026, Jun 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, LLCBigsur Partners, LLC
Advisor Lead Gen
WiserAdvisor–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy KrakenUses it––
Performance Reporting
Addepar––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Intellus Advisors, LLC: none listed · Spirepoint Private Client, LLC: Folio · Bigsur Partners, LLC: J.P. Morgan, Schwab