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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+ Latko Wealth Management, LTD. $327.2M · Frankfort, IL+ Mpwm Advisory Solutions LLC $326.9M · Alpharetta, GA
Johns Creek, GA
Atlanta, GA
Chandler, AZ
Assets under management$344.5M$365.2M$362.4M
Asset growth, last 2 years+47%+24%+15%
Advisory staff644
Individual clients387216366
Assets per client$890K$1.7M$990K
Clients per advisor655492
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since201920202013
Tools in their stack–72
People on Advicer.bio655

From each firm's latest Form ADV (Jun 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.

ToolLoftin Wealth PartnersRegimen Wealth, LLCStrategic Income Group LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Advisory Fee Billing
AdvicePay–Uses it–
Client File Sharing
Box–Uses it–
CRM
HubSpot–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 · Strategic Income Group LLC: Schwab, Millennium Trust