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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):+ Davis Investment Partners, LLC $390M · Charlotte, NC+ Jjp Capital Management, Inc. $389.9M · Columbia, MO+ Fortress Financial Group, LLC $352.3M · Rochester, MN+ Elysium Wealth Management, LLC $352.3M · South Jordan, UT
Yuma, AZ
Austin, TX
Pittsburgh, PA
Assets under management$371.1M$389.9M$389.9M
Asset growth, last 2 years+48%+52%+58%
Advisory staff1123
Individual clients477199215
Assets per client$778K$2M$1.8M
Clients per advisor4310072
Main custodianPershingSchwabSchwab
Filing with the SEC since201720212012 or earlier
Tools in their stack–25
People on Advicer.bio1323

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

ToolInvicta Financial GroupNixon Capital LLCLegend Financial Advisors Inc
CRM
Envestnet Tamarac–Uses it–
HubSpot–Uses it–
Advisor Lead Gen
Fee-Only Network––Uses it
Client Data Gathering
Jotform––Uses it
Client File Sharing
ShareFile––Uses it
Digital Marketing
Snappy Kraken––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Invicta Financial Group: Pershing · Nixon Capital LLC: Schwab, RBC, Pershing · Legend Financial Advisors Inc: Schwab