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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+ Bannerman Wealth $176.6M · Lewisville, TX+ Season Investments, LLC $159.7M · Colorado Springs, CO+ Read & Powell Financial Services, LLC $159.7M · Elko, NV
Overland Park, KS
New Haven, CT
Fremont, CA
Assets under management$168.2M$176.6M$176.7M
Asset growth, last 2 years+14%+51%+28%
Advisory staff601
Individual clients26169115
Assets per client$644K$2.6M$1.5M
Clients per advisor44–115
Main custodianSchwabSchwabRaymond James
Filing with the SEC since20182012 or earlier2016
Tools in their stack31–
People on Advicer.bio611

From each firm's latest Form ADV (Aug 2026, Feb 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 LLCBeyond Financial Services
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 · Beyond Financial Services: Raymond James