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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+ Citrine Capital $346.7M · San Francisco, CA
Atlanta, GA
Athens, GA
Johns Creek, GA
Assets under management$365.2M$385.5M$344.5M
Asset growth, last 2 years+24%+33%+47%
Advisory staff4106
Individual clients216613387
Assets per client$1.7M$629K$890K
Clients per advisor546165
Main custodianFidelitySchwabLPL Financial
Filing with the SEC since202020132019
Tools in their stack73–
People on Advicer.bio5126

From each firm's latest Form ADV (Oct 2026, Mar 2026, Jun 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.Loftin Wealth Partners
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)Uses it––
Advisory Fee Billing
AdvicePayUses it––
Client File Sharing
BoxUses it––
CRM
HubSpotUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Performance Reporting
AddeparUses it––
Portfolio Management
Envestnet–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Regimen Wealth, LLC: Fidelity · Elevate Wealth Advisory, Inc.: Schwab · Loftin Wealth Partners: LPL Financial