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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+ American Capital Advisory, LLC $334.4M · Ketchum, ID+ Fai Advisors, Inc. $302M · Farmington Hills, MI+ Core Financial $301.7M · El Segundo, CA
Palo Alto, CA
Assets under management$318.2M$334.4M$334.2M
Asset growth, last 2 years+59%–+84%
Advisory staff514
Individual clients157217448
Assets per client$2M$1.5M$746K
Clients per advisor31217112
Main custodianSchwab–Schwab
Filing with the SEC since201920242013
Tools in their stack41–
People on Advicer.bio513

From each firm's latest Form ADV (May 2026, Jun 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.Oceaniq Capital, LLC
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

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