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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+ Symphony Financial, LTD. Co. $1.35B · Houston, TX+ Galvin, Gaustad & Stein, LLC $1.35B · Scottsdale, AZ
Cincinnati, OH
Cincinnati, OH
Scottsdale, AZ
Assets under management$1.43B$1.51B$1.35B
Asset growth, last 2 years+146%+43%+13%
Advisory staff5138
Individual clients6,3954151,184
Assets per client$223K$3.6M$1.1M
Clients per advisor125138148
Main custodianSEISchwabSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack425
People on Advicer.bio5848

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

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 ManagementTotal Investment Management, Inc.
CRM
Envestnet Tamarac–Uses it–
SS&C Black DiamondUses it––
WealthboxUses it––
Custodial Platform
Charles Schwab–Uses itUses it
Vanguard––Uses it
Wealthscape (Fidelity)––Uses it
Client Data Gathering
Jotform––Uses it
Email & Office Suites
Microsoft 365Uses it––
Financial Planning
Envestnet MoneyGuide––Uses it
Team Chat & Collaboration
SlackUses it––

Custodians on Form ADV: United Advisor Group: SEI, Folio, Schwab, Axos Clearing · Opus Capital Management: Schwab · Total Investment Management, Inc.: Schwab, Fidelity, Great-West Life & Annuity Insurance Company