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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+ Absolute Capital Management, LLC $812.1M · Pittsburgh, PA
Harleysville, PA
Lafayette, LA
Boca Raton, FL
Assets under management$866.4M$910M$910.6M
Asset growth, last 2 years+73%+35%+81%
Advisory staff7518
Individual clients784605948
Assets per client$1.1M$1.5M$961K
Clients per advisor11212153
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since20172012 or earlier2021
Tools in their stack––3
People on Advicer.bio11625

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

ToolWellfullCullen Investment GroupSinger Wealth Advisors LLC
CRM
Envestnet Tamarac––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Risk Tolerance
Tolerisk––Uses it

Custodians on Form ADV: Wellfull: Schwab · Cullen Investment Group: Raymond James · Singer Wealth Advisors LLC: Schwab