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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):+ Lyell Wealth Management LP $1.65B · Menlo Park, CA+ 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
South Burlington, VT
Assets under management$1.57B$1.64B$1.65B
Asset growth, last 2 years+16%+52%+111%
Advisory staff39207
Individual clients2,1933,646253
Assets per client$714K$451K$6.5M
Clients per advisor5618236
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620142012 or earlier
Tools in their stack–15
People on Advicer.bio33236

From each firm's latest Form ADV (Apr 2026, Mar 2026, Jul 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.Pathway Financial Advisors, LLC
Advisor Lead Gen
SmartAsset––Uses it
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Invst, LLC: Schwab · Strategic Wealth Partners, LTD.: Schwab, Fidelity · Pathway Financial Advisors, LLC: Schwab, Fidelity