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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 Strategic Financial Partners, LTD (swap one in):+ Lucas Group Financial Advisors, LLC $337.7M · Freeport, IL+ Lenk Ladner Investment Solutions LLC $337.3M · Osterville, MA+ Integrity Wealth LLC $304.8M · Eugene, OR+ Black Cypress Capital $304.6M
Beverly, MA
Richmond, VA
Assets under management$321.1M$337.3M$337.2M
Asset growth, last 2 years+43%+228%+46%
Advisory staff646
Individual clients340135167
Assets per client$944K$2.5M$2M
Clients per advisor573428
Main custodianLPL FinancialSchwabPershing
Filing with the SEC since2012 or earlier20192017
Tools in their stack––6
People on Advicer.bio665

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

ToolStrategic Financial Partners, LTDBluedoor Private Wealth, LLCEvoadvisors
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
CRM
SS&C Black Diamond––Uses it
ESG/SRI
YourStake––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Strategic Financial Partners, LTD: LPL Financial · Bluedoor Private Wealth, LLC: Schwab · Evoadvisors: Pershing