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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 Invicta Financial Group (swap one in):+ Legend Financial Advisors Inc $389.9M · Pittsburgh, PA+ Jjp Capital Management, Inc. $389.9M · Columbia, MO+ Fortress Financial Group, LLC $352.3M · Rochester, MN+ Innovative Advisory Partners, LLC $352.1M · Hixson, TN
Yuma, AZ
Austin, TX
South Jordan, UT
Assets under management$371.1M$389.9M$352.3M
Asset growth, last 2 years+48%+52%+204%
Advisory staff11210
Individual clients477199765
Assets per client$778K$2M$460K
Clients per advisor4310077
Main custodianPershingSchwabSchwab
Filing with the SEC since201720212024
Tools in their stack–21
People on Advicer.bio13217

From each firm's latest Form ADV (Apr 2026, Aug 2026, Sep 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.

ToolInvicta Financial GroupNixon Capital LLCElysium Wealth Management, LLC
CRM
Envestnet Tamarac–Uses it–
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Invicta Financial Group: Pershing · Nixon Capital LLC: Schwab, RBC, Pershing · Elysium Wealth Management, LLC: Schwab, Eqis Capital Management, Inc.