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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 Intentional (swap one in):+ Schwarz Investment Partners $184.9M · Silver Lake, KS+ Logic Wealth Management, LLC $184.7M · Pasadena, CA+ May Capital Management $167M+ Sas Financial Advisors, LLC. $167M · San Francisco, CA
Fort Mill, SC
Frisco, TX
Round Rock, TX
Assets under management$175.8M$184.8M$167M
Asset growth, last 2 years+41%+84%+45%
Advisory staff335
Individual clients395184148
Assets per client$445K$1M$1.1M
Clients per advisor1326130
Main custodianRaymond JamesAltruistSchwab
Filing with the SEC since202220242022
Tools in their stack12–
People on Advicer.bio245

From each firm's latest Form ADV (Oct 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.

ToolIntentionalBrindle & Bay Financial Advisors, LLCGreenbelt Investment Advisors, LLC
Custodial Platform
Raymond JamesUses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Intentional: Raymond James · Brindle & Bay Financial Advisors, LLC: Altruist · Greenbelt Investment Advisors, LLC: Schwab