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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 Invest Capital Partners (swap one in):+ Omnistar Financial Group, Inc. $285.7M · Wilmington, NC+ Gold Medal Waters, Inc. $285.6M+ W&S Brokerage Services, Inc. $257.2M · Cincinnati, OH+ Tudor Financial, Inc. $256.3M · Dayton, OH
Springboro, OH
Cincinnati, OH
Ventura, CA
Assets under management$271.9M$286.3M$285.5M
Asset growth, last 2 years+88%+11%−8%
Advisory staff923
Individual clients64784818
Assets per client$420K$3.4M$349K
Clients per advisor7242273
Main custodianRaymond JamesFidelityLPL Financial
Filing with the SEC since20172012 or earlier2018
Tools in their stack2–5
People on Advicer.bio1034

From each firm's latest Form ADV (Jan 2026, 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.

ToolInvest Capital PartnersSchulhoff & Co IncIntegrity Wealth Advisors, Inc.
Schedule Apps
GReminders––Uses it
OnceHub––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
OrionUses it–Uses it

Custodians on Form ADV: Invest Capital Partners: Raymond James, Schwab · Schulhoff & Co Inc: Fidelity · Integrity Wealth Advisors, Inc.: LPL Financial, Schwab