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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 Novadius Wealth Management (swap one in):+ Greybox Investments $176.7M · Birmingham, AL+ Beyond Financial Services $176.7M · Fremont, CA+ Season Investments, LLC $159.7M · Colorado Springs, CO+ Read & Powell Financial Services, LLC $159.7M · Elko, NV
Overland Park, KS
New Haven, CT
Lewisville, TX
Assets under management$168.2M$176.6M$176.6M
Asset growth, last 2 years+14%+51%+59%
Advisory staff604
Individual clients26169163
Assets per client$644K$2.6M$1.1M
Clients per advisor44–41
Main custodianSchwabSchwabSchwab
Filing with the SEC since20182012 or earlier2019
Tools in their stack31–
People on Advicer.bio614

From each firm's latest Form ADV (Aug 2026, Feb 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.

ToolNovadius Wealth ManagementLadd Capital Management LLCBannerman Wealth
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Novadius Wealth Management: Schwab · Ladd Capital Management LLC: Schwab · Bannerman Wealth: Schwab