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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 United Advisor Group (swap one in):+ Allen Capital Group, LLC $1.5B · Grand Island, NE+ Kintra Wealth, LLC $1.5B · Williamsport, PA+ Symphony Financial, LTD. Co. $1.35B · Houston, TX+ Galvin, Gaustad & Stein, LLC $1.35B · Scottsdale, AZ
Cincinnati, OH
Cincinnati, OH
Lehi, UT
Assets under management$1.43B$1.51B$1.5B
Asset growth, last 2 years+146%+43%−26%
Advisory staff51315
Individual clients6,3954151,073
Assets per client$223K$3.6M$1.4M
Clients per advisor12513872
Main custodianSEISchwabFidelity
Filing with the SEC since20222012 or earlier2018
Tools in their stack423
People on Advicer.bio58417

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

ToolUnited Advisor GroupOpus Capital ManagementDrive Wealth Advisers
CRM
Envestnet Tamarac–Uses it–
SS&C Black DiamondUses it––
WealthboxUses it––
Client File Sharing
Box––Uses it
Custodial Platform
Charles Schwab–Uses it–
Email & Office Suites
Microsoft 365Uses it––
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar––Uses it
Team Chat & Collaboration
SlackUses it––

Custodians on Form ADV: United Advisor Group: SEI, Folio, Schwab, Axos Clearing · Opus Capital Management: Schwab · Drive Wealth Advisers: Fidelity, Interactive Brokers, Schwab