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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+ Inspire Advisors, LLC $1.33B · Meridian, ID+ 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
Richmond, VA
Assets under management$1.27B$1.34B$1.34B
Asset growth, last 2 years+62%+25%−22%
Advisory staff31306
Individual clients2,1892,468459
Assets per client$579K$541K$2.9M
Clients per advisor718277
Main custodianSchwab–Schwab
Filing with the SEC since201620152018
Tools in their stack2–1
People on Advicer.bio34386

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 IncSalomon and Ludwin
CRM
SS&C Black Diamond––Uses it
Schedule Apps
Acuity SchedulingUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Lexaurum Advisors: Schwab · Centennial Securities Company Inc: none listed · Salomon and Ludwin: Schwab