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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):+ Kintra Wealth, LLC $1.5B · Williamsport, PA+ Drive Wealth Advisers $1.5B · Lehi, UT+ Galvin, Gaustad & Stein, LLC $1.35B · Scottsdale, AZ+ Total Investment Management, Inc. $1.35B · Scottsdale, AZ
Cincinnati, OH
Cincinnati, OH
Houston, TX
Assets under management$1.43B$1.51B$1.35B
Asset growth, last 2 years+146%+43%+57%
Advisory staff51323
Individual clients6,3954152,823
Assets per client$223K$3.6M$480K
Clients per advisor125138123
Main custodianSEISchwabLPL Financial
Filing with the SEC since20222012 or earlier2014
Tools in their stack421
People on Advicer.bio58432

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

ToolUnited Advisor GroupOpus Capital ManagementSymphony Financial, LTD. Co.
CRM
Envestnet Tamarac–Uses it–
SS&C Black DiamondUses it––
WealthboxUses it––
Custodial Platform
Charles Schwab–Uses it–
Email & Office Suites
Microsoft 365Uses it––
Financial Planning
eMoney––Uses it
Team Chat & Collaboration
SlackUses it––

Custodians on Form ADV: United Advisor Group: SEI, Folio, Schwab, Axos Clearing · Opus Capital Management: Schwab · Symphony Financial, LTD. Co.: LPL Financial, Schwab