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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):+ Arcadia Wealth Management $383.6M · Smithtown, NY+ Ats Wealth Management $383.6M · San Diego, CA+ Leconte Wealth Management, LLC $346.8M · Maryville, TN+ Loftin Wealth Partners $344.5M · Johns Creek, GA
Atlanta, GA
Athens, GA
San Francisco, CA
Assets under management$365.2M$385.5M$346.7M
Asset growth, last 2 years+24%+33%+78%
Advisory staff4106
Individual clients216613141
Assets per client$1.7M$629K$2.5M
Clients per advisor546124
Main custodianFidelitySchwabSchwab
Filing with the SEC since202020132021
Tools in their stack733
People on Advicer.bio5125

From each firm's latest Form ADV (Oct 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.

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

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