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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 Bondwire (swap one in):+ Sapphire Wealth Consulting, Inc. $51.6M · Ponte Vedra Beach, FL+ Clarity Financial Design $51.4M · Sarasota, FL+ Hart Wealth Management $46.5M · West Des Moines, IA+ Blue Line Capital Advisors $46.2M · Palm Beach Gardens, FL
Weston, FL
Fernandina Beach, FL
Assets under management$48.9M$51.5M$46.5M
Asset growth, last 2 years–+73%–
Advisory staff911
Individual clients2265025
Assets per client$216K$1M$1.9M
Clients per advisor255025
Main custodian–––
Filing with the SEC since20262012 or earlier2025
Tools in their stack3––
People on Advicer.bio211

From each firm's latest Form ADV (Mar 2026, Apr 2026, Sep 2025). 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

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.

ToolBondwireSentinel Advisory CorpSupporting Your Choices Inc.
Custodial Platform
Interactive BrokersUses it––
NetX360 (Pershing)Uses it––
Portfolio Management
OrionUses it––