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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):+ Wealth & Tax Planners LLC $75M · Walnut Creek, CA+ 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
Assets under management$71.4M$75M$75M
Asset growth, last 2 years––−25%
Advisory staff325
Individual clients22116365
Assets per client$323K$460K$1.2M
Clients per advisor748213
Main custodian––Schwab
Filing with the SEC since202620262013
Tools in their stack–61
People on Advicer.bio325

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

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.

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

Custodians on Form ADV: Pelican Wealth Advisors, LLC: none listed · Centered Financial: none listed · Watts Capital Partners LLC: Schwab, Nuview Trust Company