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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 Spectrum Advisors, Inc. (swap one in):+ Vision Capital Partners $168.3M · Ann Arbor, MI+ Arnold and Mote Wealth Management $168.2M · Hiawatha, IA+ Portfolio Management, LLC $151.9M · Austin, TX+ Integrated Wealth Strategies, LLC $151.7M · Austin, TX
Plano, TX
Appleton, WI
Overland Park, KS
Assets under management$160M$168.2M$168.2M
Asset growth, last 2 years+26%–+14%
Advisory staff536
Individual clients308310261
Assets per client$519K$543K$644K
Clients per advisor6210344
Main custodianSchwab–Schwab
Filing with the SEC since202220242018
Tools in their stack––3
People on Advicer.bio536

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

ToolSpectrum Advisors, Inc.Stonehaven Wealth & Tax SolutionsNovadius Wealth Management
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Spectrum Advisors, Inc.: Schwab · Stonehaven Wealth & Tax Solutions: none listed · Novadius Wealth Management: Schwab