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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):+ Strategic Income Group LLC $362.4M · Chandler, AZ+ Briggs Wealth Management, Inc. $362M · Glastonbury, CT+ Latko Wealth Management, LTD. $327.2M · Frankfort, IL+ Mpwm Advisory Solutions LLC $326.9M · Alpharetta, GA
Johns Creek, GA
Atlanta, GA
Hillsboro, OR
Assets under management$344.5M$365.2M$362.1M
Asset growth, last 2 years+47%+24%+20%
Advisory staff649
Individual clients3872161,240
Assets per client$890K$1.7M$292K
Clients per advisor6554138
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since201920202022
Tools in their stack–73
People on Advicer.bio6512

From each firm's latest Form ADV (Jun 2026, Oct 2026, Apr 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, LLCPace Financial Advisors
CRM
HubSpot–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Advisory Fee Billing
AdvicePay–Uses it–
Client File Sharing
Box–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Performance Reporting
Addepar–Uses it–
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Loftin Wealth Partners: LPL Financial · Regimen Wealth, LLC: Fidelity · Pace Financial Advisors: Schwab