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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+ Brownson, Rehmus & Foxworth, Inc. $4.79B · Chicago, IL+ Prosperity Capital Advisors $4.39B · Westlake, OH
Cleveland, OH
Maumee, OH
Downers Grove, IL
Assets under management$5.06B$5.66B$4.78B
Asset growth, last 2 years+39%+44%+59%
Advisory staff1155102
Individual clients1391,8159,160
Assets per client$36.4M$3.1M$522K
Clients per advisor133390
Main custodianFidelitySchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–––
People on Advicer.bio936114

From each firm's latest Form ADV (Jun 2026, Oct 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

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 · Highpoint Planning Partners: LPL Financial