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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 Cadence Wealth Management LLC (swap one in):+ Sand Creek Capital, LLC $471.2M · Rexburg, ID+ Illumination Wealth Management $471.1M · San Diego, CA+ Quad-Cities Investment Group, LLC $425.5M · Davenport, IA+ Stonehearth Capital Management $425.4M · Danvers, MA
Westborough, MA
Boston, MA
Dover, DE
Assets under management$448M$472M$425.4M
Asset growth, last 2 years+53%+20%+78%
Advisory staff694
Individual clients696596617
Assets per client$644K$792K$690K
Clients per advisor11666154
Main custodianSchwabFidelityWells Fargo
Filing with the SEC since2012 or earlier20212018
Tools in their stack–42
People on Advicer.bio674

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

ToolCadence Wealth Management LLCWealth EffectsBig Investment Services
Schedule Apps
Calendly–Uses it–
GReminders––Uses it
Website Builders
Squarespace–Uses it–
Wix––Uses it
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Cadence Wealth Management LLC: Schwab · Wealth Effects: Fidelity · Big Investment Services: Wells Fargo