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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 Regimen Wealth, LLC (swap one in):+ Spartan Planning Group $383.7M · Greensboro, NC+ Arcadia Wealth Management $383.6M · Smithtown, NY+ Leconte Wealth Management, LLC $346.8M · Maryville, TN+ Loftin Wealth Partners $344.5M · Johns Creek, GA
Atlanta, GA
Athens, GA
San Diego, CA
Assets under management$365.2M$385.5M$383.6M
Asset growth, last 2 years+24%+33%+99%
Advisory staff4104
Individual clients216613471
Assets per client$1.7M$629K$814K
Clients per advisor5461118
Main custodianFidelitySchwabSchwab
Filing with the SEC since202020132020
Tools in their stack734
People on Advicer.bio5123

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

ToolRegimen Wealth, LLCElevate Wealth Advisory, Inc.Ats Wealth Management
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)Uses it––
Advisory Fee Billing
AdvicePayUses it––
Client File Sharing
BoxUses it––
CRM
HubSpotUses it––
Performance Reporting
AddeparUses it––
Planning Light
Advyzon––Uses it
Portfolio Management
Envestnet–Uses it–
Video Meetings & Messaging
Zoom––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Regimen Wealth, LLC: Fidelity · Elevate Wealth Advisory, Inc.: Schwab · Ats Wealth Management: Schwab