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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 The Salvetti Group (swap one in):+ Integral Wealth Management $673.9M · Turlock, CA+ Diversifi Capital Inc $671.4M · Los Altos, CA+ Praetorian Guard, A Division of Praetorian Wealth Management,Inc $598.7M · Carmel, CA+ Measured Risk Portfolios $597.2M · San Diego, CA
Sacramento, CA
Folsom, CA
Walnut Creek, CA
Assets under management$633.7M$671M$670.7M
Asset growth, last 2 years+30%+43%+38%
Advisory staff466
Individual clients590827283
Assets per client$1.1M$811K$2.4M
Clients per advisor14813847
Main custodianRaymond James–Schwab
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack1–5
People on Advicer.bio686

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

ToolThe Salvetti GroupPlanned Solutions, Inc.Elevation Wealth Partners, LLC
Custodial Platform
Charles Schwab––Uses it
Raymond JamesUses it––
CRM
Envestnet Tamarac––Uses it
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: The Salvetti Group: Raymond James · Planned Solutions, Inc.: none listed · Elevation Wealth Partners, LLC: Schwab