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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):+ Singer Wealth Advisors LLC $910.6M · Boca Raton, FL+ Strategic Planning Group $910.3M · Bountiful, UT+ Fortis Group Advisors LLC $822.4M · Westwood, NJ+ Absolute Capital Management, LLC $812.1M · Pittsburgh, PA
Harleysville, PA
Lafayette, LA
Topeka, KS
Assets under management$866.4M$910M$909.8M
Asset growth, last 2 years+73%+35%+31%
Advisory staff758
Individual clients784605716
Assets per client$1.1M$1.5M$1.3M
Clients per advisor11212190
Main custodianSchwabRaymond JamesFidelity
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio1167

From each firm's latest Form ADV (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

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 · Clayton Wealth Partners: Fidelity