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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 Ahara Advisors (swap one in):+ Tepp Wealth Management $195.7M · Westfield, NJ+ Sensible Portfolios, LLC $194.7M+ Sovereign Asset Management $176M · Amherst, NY+ Philadelphia Investment Partners, LLC $176M · Voorhees, NJ
Jersey City, NJ
Marlton, NJ
Montclair, NJ
Assets under management$185.4M$196.4M$176M
Asset growth, last 2 years–+19%−26%
Advisory staff246
Individual clients55190304
Assets per client$3.4M$1M$579K
Clients per advisor284851
Main custodianFidelitySchwabSchwab
Filing with the SEC since202420132017
Tools in their stack331
People on Advicer.bio244

From each firm's latest Form ADV (Aug 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.

ToolAhara AdvisorsFriedenthal Financial, LLCSfi Advisors, LLC
Website Builders
SquarespaceUses it––
Webflow–Uses it–
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoney––Uses it
Performance Reporting
AddeparUses it––
Risk Tolerance
Tolerisk–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Ahara Advisors: Fidelity, Schwab · Friedenthal Financial, LLC: Schwab · Sfi Advisors, LLC: Schwab, Adp Broker-Dealer, Inc.