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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+ Big Investment Services $425.4M · Dover, DE
Westborough, MA
Boston, MA
Danvers, MA
Assets under management$448M$472M$425.4M
Asset growth, last 2 years+53%+20%+31%
Advisory staff695
Individual clients696596490
Assets per client$644K$792K$868K
Clients per advisor1166698
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack–45
People on Advicer.bio675

From each firm's latest Form ADV (Mar 2026, Feb 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 EffectsStonehearth Capital Management
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Client File Sharing
Box––Uses it
Financial Planning
eMoney–Uses itUses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Cadence Wealth Management LLC: Schwab · Wealth Effects: Fidelity · Stonehearth Capital Management: Schwab