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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 Model Wealth (swap one in):+ Slayton Lewis Inc $334.4M · Salt Lake City, UT+ Oceaniq Capital, LLC $334.2M · Palo Alto, CA+ Fai Advisors, Inc. $302M · Farmington Hills, MI+ Core Financial $301.7M · El Segundo, CA
Ketchum, ID
Assets under management$318.2M$334.4M$334.4M
Asset growth, last 2 years+59%–+84%
Advisory staff517
Individual clients157217367
Assets per client$2M$1.5M$911K
Clients per advisor3121752
Main custodianSchwab–Schwab
Filing with the SEC since201920242018
Tools in their stack412
People on Advicer.bio517

From each firm's latest Form ADV (May 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

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.

ToolModel WealthHewell Financial Group, Inc.American Capital Advisory, LLC
Website Builders
Squarespace––Uses it
Wix–Uses it–
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Model Wealth: Schwab · Hewell Financial Group, Inc.: none listed · American Capital Advisory, LLC: Schwab