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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+ Highpoint Planning Partners $4.78B · Downers Grove, IL
Cleveland, OH
Maumee, OH
Westlake, OH
Assets under management$5.06B$5.66B$4.39B
Asset growth, last 2 years+39%+44%+156%
Advisory staff115598
Individual clients1391,8157,469
Assets per client$36.4M$3.1M$587K
Clients per advisor133376
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio936102

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

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.

ToolWellspring Family OfficeTfo Wealth PartnersProsperity Capital Advisors
CRM
HubSpot––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Wellspring Family Office: Fidelity · Tfo Wealth Partners: Schwab · Prosperity Capital Advisors: Schwab, Northern Trust, Fidelity