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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 Revolution Partners, LLC (swap one in):+ Wellington Capital Management, Inc $120.9M+ Crescendo Wealth Group LLC $120.9M+ Ingram Advisory Services, LLC $109.3M · Winter Haven, FL+ Mustard Seed Financial $109.3M · Meridian, ID
New York, NY
Centralia, MO
Assets under management$115.1M$120.9M$109.3M
Asset growth, last 2 years+17%+28%–
Advisory staff412
Individual clients7650169
Assets per client$1.5M$2.4M$647K
Clients per advisor195085
Main custodianSchwabSchwab–
Filing with the SEC since20212012 or earlier2026
Tools in their stack–14
People on Advicer.bio312

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

ToolRevolution Partners, LLCJbglobal.com LLCAngell Capital Management, LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Revolution Partners, LLC: Schwab · Jbglobal.com LLC: Schwab · Angell Capital Management, LLC: none listed