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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+ Integritt Wealth Management, LLC $67.3M · Stuart, FL
Bonita Springs, FL
Carlsbad, CA
Hollister, CA
Assets under management$71.4M$75M$67.8M
Asset growth, last 2 years––+94%
Advisory staff322
Individual clients221163122
Assets per client$323K$460K$556K
Clients per advisor748261
Main custodian–––
Filing with the SEC since202620262013
Tools in their stack–6–
People on Advicer.bio322

From each firm's latest Form ADV (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

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 FinancialKeystone Advisory Group
Custodial Platform
Betterment Advisor Solutions–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–