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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 Maxele Advisors, LLC (swap one in):+ Jh Advisors $212M · Salem, OR+ Itrust Asset Management, LLC $211.9M · Lexington, KY+ The Capital Group Fiduciary Advisors, LLC $191.5M+ Spinosa Wealth Management Group $191.4M · Mandeville, LA
Webster Groves, MO
Reston, VA
Iselin, NJ
Assets under management$201.6M$212M$212M
Asset growth, last 2 years+31%+55%+24%
Advisory staff227
Individual clients234164439
Assets per client$861K$1.3M$483K
Clients per advisor1178263
Main custodianFidelityLPL FinancialSchwab
Filing with the SEC since202120212023
Tools in their stack–––
People on Advicer.bio226

From each firm's latest Form ADV (Sep 2026, Aug 2026, Mar 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Maxele Advisors, LLC: Fidelity · Buchanan Wealth Management: LPL Financial, Principal Securities, Inc. · Bravias Financial: Schwab