Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Portus Wealth Advisors, LLC (swap one in):+ Noblebridge Wealth $214.5M+ Wealth With No Regrets® $214.4M · Alpharetta, GA+ Integrity Wealth Partners, LLC $193.9M · Walnut Creek, CA+ Tetley Investments, LLC $193.9M · Park Ridge, IL
Charlotte, NC
Shelby, NC
Syosset, NY
Assets under management$204.1M$215.4M$214.3M
Asset growth, last 2 years+49%+45%+46%
Advisory staff335
Individual clients135310297
Assets per client$1.5M$695K$722K
Clients per advisor4510359
Main custodianSchwab–Folio
Filing with the SEC since202120202012 or earlier
Tools in their stack433
People on Advicer.bio335

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

ToolPortus Wealth Advisors, LLCGragg Financial4thought Financial Group Inc.
Financial Planning
RightCapital (Right Capital)Uses itUses it–
eMoney––Uses it
HazelUses it––
Custodial Platform
AltruistUses it––
Wealthscape (Fidelity)–Uses it–
CRM
HubSpot––Uses it
Planning Light
AdvyzonUses it–Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Portus Wealth Advisors, LLC: Schwab · Gragg Financial: none listed · 4thought Financial Group Inc.: Folio