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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 Portus Wealth Advisors, LLC (swap one in):+ Wealth With No Regrets® $214.4M · Alpharetta, GA+ 4thought Financial Group Inc. $214.3M · Syosset, NY+ Integrity Wealth Partners, LLC $193.9M · Walnut Creek, CA+ Mws Capital Consultants LLC $193.7M · Chicago, IL
Charlotte, NC
Shelby, NC
Park Ridge, IL
Assets under management$204.1M$215.4M$193.9M
Asset growth, last 2 years+49%+45%+24%
Advisory staff332
Individual clients135310172
Assets per client$1.5M$695K$1.1M
Clients per advisor4510386
Main custodianSchwab–Schwab
Filing with the SEC since202120202021
Tools in their stack431
People on Advicer.bio333

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

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 FinancialTetley Investments, LLC
Custodial Platform
AltruistUses it––
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)Uses itUses it–
HazelUses it––
Planning Light
AdvyzonUses it––
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Portus Wealth Advisors, LLC: Schwab · Gragg Financial: none listed · Tetley Investments, LLC: Schwab