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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 Big Sioux Wealth Management (swap one in):+ Washington Growth Strategies LLC $247.2M · Washington, DC+ Anchor Bay Capital, Inc. $247.1M · Carlsbad, CA+ Valley Brook Capital Group $223.3M · Venetia, PA+ Branson Frank A Inc $223.2M · Palo Alto, CA
Watertown, SD
Franklin, TN
Chevy Chase, MD
Assets under management$235.2M$247.1M$247M
Asset growth, last 2 years+25%–+31%
Advisory staff532
Individual clients843456175
Assets per client$279K$542K$1.4M
Clients per advisor16915288
Main custodianSchwabRaymond JamesSEI
Filing with the SEC since202020242012 or earlier
Tools in their stack41–
People on Advicer.bio532

From each firm's latest Form ADV (Feb 2026, Apr 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.

ToolBig Sioux Wealth ManagementAgp Franklin, LLCIntervest LTD
Custodial Platform
Charles SchwabUses it––
Email & Office Suites
Microsoft 365Uses it––
Performance Reporting
AddeparUses it––
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Big Sioux Wealth Management: Schwab, Ascensus · Agp Franklin, LLC: Raymond James · Intervest LTD: SEI