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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 Invst, LLC (swap one in):+ Pathway Financial Advisors, LLC $1.65B · South Burlington, VT+ Scarborough Capital Management $1.64B · Annapolis, MD+ Sunesis Advisors, LLC $1.48B · Overland Park, KS+ Spartan Wealth Management $1.48B · Bingham Farms, MI
Indianapolis, IN
Independence, OH
Menlo Park, CA
Assets under management$1.57B$1.64B$1.65B
Asset growth, last 2 years+16%+52%+51%
Advisory staff39209
Individual clients2,1933,646303
Assets per client$714K$451K$5.4M
Clients per advisor5618234
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620142016
Tools in their stack–12
People on Advicer.bio3323–

From each firm's latest Form ADV (Apr 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.

ToolInvst, LLCStrategic Wealth Partners, LTD.Lyell Wealth Management LP
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Invst, LLC: Schwab · Strategic Wealth Partners, LTD.: Schwab, Fidelity · Lyell Wealth Management LP: Schwab