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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 Wealthtrak Advisors (swap one in):+ Inman Jager Wealth Management, LLC $225M · Hattiesburg, MS+ Edgewater Pro Sports Financial $225M · Avon, OH+ Element Squared Private Wealth $203.5M · Minneapolis, MN+ Kahala Financial Advisors, LLC $203.4M · Honolulu, HI
Virginia Beach, VA
Dallas, TX
Bingham Farms, MI
Assets under management$214.3M$225M$203.5M
Asset growth, last 2 years+52%+38%+81%
Advisory staff342
Individual clients267152172
Assets per client$803K$1.5M$1.2M
Clients per advisor893886
Main custodianSchwabSchwabRaymond James
Filing with the SEC since202220222023
Tools in their stack–52
People on Advicer.bio543

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

ToolWealthtrak AdvisorsPrincipia Wealth Advisory, LLCLightsquare Wealth Management, LLC
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Raymond James––Uses it
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Wealthtrak Advisors: Schwab · Principia Wealth Advisory, LLC: Schwab · Lightsquare Wealth Management, LLC: Raymond James