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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 Armstrong Dixon (swap one in):+ The Sterling Group $471.3M · Pasadena, CA+ Kassouf Wealth Advisors, LLC $471.3M · Birmingham, AL+ Paradigm Investment Advisory, LLC $425.1M · Bridgewater, NJ+ Ashdon Investment Management, LLC $425.1M · Tullahoma, TN
Baltimore, MD
Rexburg, ID
San Diego, CA
Assets under management$447.5M$471.2M$471.1M
Asset growth, last 2 years+43%+263%+53%
Advisory staff6109
Individual clients290939203
Assets per client$1.5M$502K$2.3M
Clients per advisor489423
Main custodianLPL FinancialLPL FinancialSchwab
Filing with the SEC since201320232021
Tools in their stack–25
People on Advicer.bio61011

From each firm's latest Form ADV (Jun 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.

ToolArmstrong DixonSand Creek Capital, LLCIllumination Wealth Management
Financial Planning
eMoney––Uses it
Envestnet MoneyGuide––Uses it
Portfolio Management
Blueleaf––Uses it
Orion–Uses it–
Digital Marketing
Mailchimp––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses itUses it

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