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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 Lexaurum Advisors (swap one in):+ Victory Financial $1.34B · Austin, TX+ Salomon and Ludwin $1.34B · Richmond, VA+ Arista Wealth Management, LLC $1.2B · Las Vegas, NV+ Columbia Asset Management, L.l.c. $1.2B · Ann Arbor, MI
Overland Park, KS
Grand Rapids, MI
Meridian, ID
Assets under management$1.27B$1.34B$1.33B
Asset growth, last 2 years+62%+25%+59%
Advisory staff313063
Individual clients2,1892,4683,523
Assets per client$579K$541K$378K
Clients per advisor718256
Main custodianSchwab–Schwab
Filing with the SEC since201620152019
Tools in their stack2–4
People on Advicer.bio343875

From each firm's latest Form ADV (Jul 2026, Apr 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.

ToolLexaurum AdvisorsCentennial Securities Company IncInspire Advisors, LLC
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Website Builders
SquarespaceUses it––
Webflow––Uses it
CRM
HubSpot––Uses it
Schedule Apps
Acuity SchedulingUses it––

Custodians on Form ADV: Lexaurum Advisors: Schwab · Centennial Securities Company Inc: none listed · Inspire Advisors, LLC: Schwab, Folio