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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):+ Gold Medal Waters, Inc. $285.6M+ Integrity Wealth Advisors, Inc. $285.5M · Ventura, CA+ Mcdonough Capital Management, Inc. $258.2M · Orlando, FL+ W&S Brokerage Services, Inc. $257.2M · Cincinnati, OH
Springboro, OH
Cincinnati, OH
Dayton, OH
Assets under management$271.9M$286.3M$256.3M
Asset growth, last 2 years+88%+11%+29%
Advisory staff926
Individual clients64784431
Assets per client$420K$3.4M$595K
Clients per advisor724272
Main custodianRaymond JamesFidelityFidelity
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio1037

From each firm's latest Form ADV (Jan 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.

ToolInvest Capital PartnersSchulhoff & Co IncTudor Financial, Inc.
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––

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