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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+ Greenbelt Investment Advisors, LLC $167M · Round Rock, TX+ Sas Financial Advisors, LLC. $167M · San Francisco, CA
Fort Mill, SC
Frisco, TX
Assets under management$175.8M$184.8M$167M
Asset growth, last 2 years+41%+84%+15%
Advisory staff331
Individual clients395184143
Assets per client$445K$1M$1.2M
Clients per advisor13261143
Main custodianRaymond JamesAltruist–
Filing with the SEC since202220242021
Tools in their stack12–
People on Advicer.bio24–

From each firm's latest Form ADV (Oct 2026, Mar 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, LLCMay Capital Management
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 · May Capital Management: none listed