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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+ Quantum Financial Advisors, LLC $1.48B · Santa Monica, CA
Indianapolis, IN
Independence, OH
Bingham Farms, MI
Assets under management$1.57B$1.64B$1.48B
Asset growth, last 2 years+16%+52%–
Advisory staff392019
Individual clients2,1933,6461,165
Assets per client$714K$451K$1.3M
Clients per advisor5618261
Main custodianSchwabSchwab–
Filing with the SEC since201620142024
Tools in their stack–12
People on Advicer.bio332321

From each firm's latest Form ADV (Apr 2026, Mar 2026, May 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.Spartan Wealth Management
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Invst, LLC: Schwab · Strategic Wealth Partners, LTD.: Schwab, Fidelity · Spartan Wealth Management: none listed