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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):+ Excelsior Investors $242M · Excelsior, MN+ Nrg Wealth Management $242M · Oro Valley, AZ+ Highpass Asset Management LLC $218.2M · Denver, CO+ Callahan Capital Management $217.5M · Steamboat Springs, CO
Denver, CO
Mclean, VA
Omaha, NE
Assets under management$230.4M$241.9M$241.9M
Asset growth, last 2 years–+38%+72%
Advisory staff524
Individual clients54142184
Assets per client$4.3M$1.7M$1.3M
Clients per advisor117146
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320182023
Tools in their stack2––
People on Advicer.bio522

From each firm's latest Form ADV (Jun 2026, Mar 2026, Apr 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, LLCRevolution Capital, LLC
Performance Reporting
AddeparUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: 7two: Schwab · Sanchez & Zures, LLC: Schwab · Revolution Capital, LLC: Schwab