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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+ 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
Bountiful, UT
Assets under management$866.4M$910M$910.3M
Asset growth, last 2 years+73%+35%+77%
Advisory staff758
Individual clients7846051,582
Assets per client$1.1M$1.5M$575K
Clients per advisor112121198
Main custodianSchwabRaymond JamesFidelity
Filing with the SEC since20172012 or earlier2015
Tools in their stack––4
People on Advicer.bio1168

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

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 GroupStrategic Planning Group
Client File Sharing
Dropbox––Uses it
CRM
SS&C Black Diamond––Uses it
E-Signature
DocuSign––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Wellfull: Schwab · Cullen Investment Group: Raymond James · Strategic Planning Group: Fidelity