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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 Wellspring Family Office (swap one in):+ Stratos Wealth Advisors LLC $5.57B · Beachwood, OH+ David Vaughan Investments, LLC $5.33B · Peoria, IL+ Highpoint Planning Partners $4.78B · Downers Grove, IL+ Prosperity Capital Advisors $4.39B · Westlake, OH
Cleveland, OH
Maumee, OH
Chicago, IL
Assets under management$5.06B$5.66B$4.79B
Asset growth, last 2 years+39%+44%+29%
Advisory staff115516
Individual clients1391,815263
Assets per client$36.4M$3.1M$18.2M
Clients per advisor133316
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack–––
People on Advicer.bio93616

From each firm's latest Form ADV (Jun 2026, Oct 2026, Mar 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: Wellspring Family Office: Fidelity · Tfo Wealth Partners: Schwab · Brownson, Rehmus & Foxworth, Inc.: none listed