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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):+ G. A. Repple & Company $716.3M · Casselberry, FL+ Altrius Capital Management, Inc. $716M · Novi, MI+ Act Two Investors LLC $647M+ Kitching Partners, LLC $645.9M · Conshohocken, PA
Shreveport, LA
St. Louis, MO
Lakewood, CO
Assets under management$681.2M$716.1M$646M
Asset growth, last 2 years+32%+38%–
Advisory staff3168
Individual clients3301,2441,044
Assets per client$2.1M$576K$619K
Clients per advisor11078131
Main custodianRaymond JamesFidelity–
Filing with the SEC since20222012 or earlier2024
Tools in their stack112
People on Advicer.bio3129

From each firm's latest Form ADV (Aug 2026, Feb 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 AdvisorsLegacy Wealth Partners, LLC
Custodial Platform
Raymond JamesUses it––
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Lees Monsour Group: Raymond James · Rbf Wealth Advisors: Fidelity · Legacy Wealth Partners, LLC: none listed