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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 Ciclo Wealth LLC (swap one in):+ Sabin Investment Management, Inc. $44M+ Powers Capital Management $43.9M · Conshohocken, PA+ Weil Enterprises, Inc. $39.7M+ Registered Investment Advisors, LLC $39.7M
Boise, ID
Assets under management$41.8M$43.9M$44M
Asset growth, last 2 years––−15%
Advisory staff111
Individual clients688520
Assets per client$615K$517K$2.2M
Clients per advisor688520
Main custodian––Interactive Brokers
Filing with the SEC since202620252018
Tools in their stack–––
People on Advicer.bio121

From each firm's latest Form ADV (Jan 2026, Mar 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

Advisory staff

Individual clients

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Ciclo Wealth LLC: none listed · Ascent Retirement Advisors: none listed · Dj Wealth Systems, LLC: Interactive Brokers, Schwab