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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 Lees Monsour Group (swap one in):+ Wealth Dimensions Family Office, Inc $716.3M · Cincinnati, OH+ Altrius Capital Management, Inc. $716M · Novi, MI+ Act Two Investors LLC $647M+ Legacy Wealth Partners, LLC $646M · Lakewood, CO
Shreveport, LA
St. Louis, MO
Casselberry, FL
Assets under management$681.2M$716.1M$716.3M
Asset growth, last 2 years+32%+38%+17%
Advisory staff31639
Individual clients3301,2443,139
Assets per client$2.1M$576K$228K
Clients per advisor1107880
Main custodianRaymond JamesFidelityFidelity
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack11–
People on Advicer.bio31237

From each firm's latest Form ADV (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.

ToolLees Monsour GroupRbf Wealth AdvisorsG. A. Repple & Company
Custodial Platform
Raymond JamesUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Lees Monsour Group: Raymond James · Rbf Wealth Advisors: Fidelity · G. A. Repple & Company: Fidelity