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.

Andvari Associates LLC
Sorensen Financial Management
Cooper Norman Wealth, LLC

Similar in size to Andvari Associates LLC (swap one in):+ Covered Edge Asset Management, LLC $17.6M + Dakota Asset Management, LLC $17.5M + Assetfusion $15.9M + A to Z Asset Advisors, LLC $15.9M

	Andvari Associates LLC	Sorensen Financial Management Denver, CO	Cooper Norman Wealth, LLC Idaho Falls, ID
Assets under management	$16.7M	$17.6M	$15.9M
Asset growth, last 2 years	+234%	–	–
Advisory staff	1	1	3
Individual clients	16	34	23
Assets per client	$1M	$517K	$690K
Clients per advisor	16	34	8
Main custodian	–	–	–
Filing with the SEC since	2014	2026	2026
Tools in their stack	1	–	–
People on Advicer.bio	1	1	3

From each firm's latest Form ADV (Feb 2026, Mar 2026, Sep 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

Andvari Associates LLC
Sorensen Financial Management
Cooper Norman Wealth, LLC

Advisory staff

Andvari Associates LLC
Sorensen Financial Management
Cooper Norman Wealth, LLC

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.

ToolAndvari Associates LLCSorensen Financial ManagementCooper Norman Wealth, LLC

Digital Marketing

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