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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 Advocates Wealth Planning (swap one in):+ The Sterling Group $471.3M · Pasadena, CA+ Kassouf Wealth Advisors, LLC $471.3M · Birmingham, AL+ Murphy & Sylvest $425.7M · Dallas, TX+ Smart Money Group, LLC $424.3M · Eastland, TX
Houston, TX
Rexburg, ID
San Diego, CA
Assets under management$448.1M$471.2M$471.1M
Asset growth, last 2 years+25%+263%+53%
Advisory staff3109
Individual clients193939203
Assets per client$2.3M$502K$2.3M
Clients per advisor649423
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20232021
Tools in their stack325
People on Advicer.bio41011

From each firm's latest Form ADV (Mar 2026, Jul 2026, May 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.

ToolAdvocates Wealth PlanningSand Creek Capital, LLCIllumination Wealth Management
Portfolio Management
Blueleaf––Uses it
EnvestnetUses it––
Orion–Uses it–
Financial Planning
eMoney––Uses it
Envestnet MoneyGuide––Uses it
CRM
Envestnet TamaracUses it––
Digital Marketing
Mailchimp––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses itUses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Advocates Wealth Planning: Schwab · Sand Creek Capital, LLC: LPL Financial · Illumination Wealth Management: Schwab