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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 Lewis Advisory Group (swap one in):+ Wealthboost Advisors, LLC $77.2M · San Francisco, CA+ Vitality Capital Management, LLC $77.2M · South Jordan, UT+ Stewardright $69.7M · Wichita, KS+ Seidman Investment Portfolios $69.7M · Vineyard Haven, MA
Sarasota, FL
Assets under management$73.5M$77.2M$77.2M
Asset growth, last 2 years+102%––
Advisory staff141
Individual clients5211068
Assets per client$1.4M$702K$1.1M
Clients per advisor522868
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––4
People on Advicer.bio131

From each firm's latest Form ADV (Jan 2026, Mar 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

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.

ToolLewis Advisory GroupIntegrity Wealth ManagementObjective Wealth, LLC
Advisor Lead Gen
Fee-Only Network––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it