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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 Pelican Wealth Advisors, LLC (swap one in):+ Watts Capital Partners LLC $75M+ Culbreth Wealth Management $75M · Dacula, GA+ Alpha Capital LLC $67.8M · Lubbock, TX+ Keystone Advisory Group $67.8M · Hollister, CA
Bonita Springs, FL
Carlsbad, CA
Stuart, FL
Assets under management$71.4M$75M$67.3M
Asset growth, last 2 years––+159%
Advisory staff321
Individual clients22116354
Assets per client$323K$460K$1.2M
Clients per advisor748254
Main custodian–––
Filing with the SEC since202620262014
Tools in their stack–62
People on Advicer.bio321

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

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.

ToolPelican Wealth Advisors, LLCCentered FinancialIntegritt Wealth Management, LLC
Custodial Platform
Betterment Advisor Solutions–Uses it–
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–