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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 Loftin Wealth Partners (swap one in):+ Pace Financial Advisors $362.1M · Hillsboro, OR+ Briggs Wealth Management, Inc. $362M · Glastonbury, CT+ Greenwood Family Advisors LLC $327.1M · Miami, FL+ Mpwm Advisory Solutions LLC $326.9M · Alpharetta, GA
Johns Creek, GA
Atlanta, GA
Frankfort, IL
Assets under management$344.5M$365.2M$327.2M
Asset growth, last 2 years+47%+24%+42%
Advisory staff643
Individual clients387216499
Assets per client$890K$1.7M$656K
Clients per advisor6554166
Main custodianLPL FinancialFidelity–
Filing with the SEC since201920202018
Tools in their stack–7–
People on Advicer.bio652

From each firm's latest Form ADV (Jun 2026, Oct 2026, Sep 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.

ToolLoftin Wealth PartnersRegimen Wealth, LLCLatko Wealth Management, LTD.
Advisory Fee Billing
AdvicePay–Uses it–
Client File Sharing
Box–Uses it–
CRM
HubSpot–Uses it–
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Performance Reporting
Addepar–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Loftin Wealth Partners: LPL Financial · Regimen Wealth, LLC: Fidelity · Latko Wealth Management, LTD.: none listed