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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):+ Kassouf Wealth Advisors, LLC $471.3M · Birmingham, AL+ Illumination Wealth Management $471.1M · San Diego, CA+ Murphy & Sylvest $425.7M · Dallas, TX+ Smart Money Group, LLC $424.3M · Eastland, TX
Houston, TX
Rexburg, ID
Pasadena, CA
Assets under management$448.1M$471.2M$471.3M
Asset growth, last 2 years+25%+263%+38%
Advisory staff3105
Individual clients193939281
Assets per client$2.3M$502K$1.7M
Clients per advisor649456
Main custodianSchwabLPL FinancialLPL Financial
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack32–
People on Advicer.bio4104

From each firm's latest Form ADV (Mar 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

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, LLCThe Sterling Group
Portfolio Management
EnvestnetUses it––
Orion–Uses it–
CRM
Envestnet TamaracUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Advocates Wealth Planning: Schwab · Sand Creek Capital, LLC: LPL Financial · The Sterling Group: LPL Financial, Schwab