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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 Wellfull (swap one in):+ Strategic Planning Group $910.3M · Bountiful, UT+ Clayton Wealth Partners $909.8M · Topeka, KS+ Fortis Group Advisors LLC $822.4M · Westwood, NJ+ Gratus Wealth Advisors LLC $822.2M · Virginia Beach, VA
Harleysville, PA
Lafayette, LA
Pittsburgh, PA
Assets under management$866.4M$910M$812.1M
Asset growth, last 2 years+73%+35%+103%
Advisory staff752
Individual clients7846052,198
Assets per client$1.1M$1.5M$369K
Clients per advisor1121211,099
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio1163

From each firm's latest Form ADV (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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Wellfull: Schwab · Cullen Investment Group: Raymond James · Absolute Capital Management, LLC: Schwab, Fidelity