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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+ Lyell Wealth Management LP $1.65B · Menlo Park, CA+ Sunesis Advisors, LLC $1.48B · Overland Park, KS+ Spartan Wealth Management $1.48B · Bingham Farms, MI
Indianapolis, IN
Independence, OH
Annapolis, MD
Assets under management$1.57B$1.64B$1.64B
Asset growth, last 2 years+16%+52%+38%
Advisory staff392015
Individual clients2,1933,6462,664
Assets per client$714K$451K$617K
Clients per advisor56182178
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620142013
Tools in their stack–13
People on Advicer.bio332315

From each firm's latest Form ADV (Apr 2026, Mar 2026, Oct 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.Scarborough Capital Management
CRM
HubSpot––Uses it
Digital Marketing
Amplify Reviews––Uses it
Financial Planning
eMoney–Uses itUses it

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