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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 7two (swap one in):+ Nrg Wealth Management $242M · Oro Valley, AZ+ Revolution Capital, LLC $241.9M · Omaha, NE+ Highpass Asset Management LLC $218.2M · Denver, CO+ Callahan Capital Management $217.5M · Steamboat Springs, CO
Denver, CO
Mclean, VA
Excelsior, MN
Assets under management$230.4M$241.9M$242M
Asset growth, last 2 years–+38%+33%
Advisory staff521
Individual clients54142105
Assets per client$4.3M$1.7M$2.3M
Clients per advisor1171105
Main custodianSchwabSchwabFidelity
Filing with the SEC since202320182012 or earlier
Tools in their stack2–2
People on Advicer.bio521

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

Tool7twoSanchez & Zures, LLCExcelsior Investors
Financial Planning
eMoney––Uses it
Performance Reporting
AddeparUses it––
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: 7two: Schwab · Sanchez & Zures, LLC: Schwab · Excelsior Investors: Fidelity, Schwab