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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):+ Arnold and Mote Wealth Management $168.2M · Hiawatha, IA+ Novadius Wealth Management $168.2M · Overland Park, KS+ Portfolio Management, LLC $151.9M · Austin, TX+ Integrated Wealth Strategies, LLC $151.7M · Austin, TX
Plano, TX
Appleton, WI
Ann Arbor, MI
Assets under management$160M$168.2M$168.3M
Asset growth, last 2 years+26%–+58%
Advisory staff532
Individual clients308310140
Assets per client$519K$543K$1.2M
Clients per advisor6210370
Main custodianSchwab–Schwab
Filing with the SEC since202220242015
Tools in their stack–––
People on Advicer.bio532

From each firm's latest Form ADV (Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Spectrum Advisors, Inc.: Schwab · Stonehaven Wealth & Tax Solutions: none listed · Vision Capital Partners: Schwab