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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 Citizens Securities, Inc. (swap one in):+ Circle Wealth Management, LLC $14.07B · Summit, NJ+ Sapient Capital LLC $13.76B · Indianapolis, IN+ Advisors Capital Management, LLC $12.2B · Ridgewood, NJ+ Gilder Gagnon Howe & Co. LLC $12.12B · New York, NY
Johnston, RI
Walnut Creek, CA
St. George, UT
Assets under management$12.87B$13.91B$12.04B
Asset growth, last 2 years+76%+311%+76%
Advisory staff4541663
Individual clients60,1625,1425,113
Assets per client$214K$2.7M$2.4M
Clients per advisor13332181
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack–11
People on Advicer.bio7921180

From each firm's latest Form ADV (Oct 2026, Mar 2026, Jul 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.

ToolCitizens Securities, Inc.ConcentricSoltis Investment Advisors, LLC
Client File Sharing
ShareFile–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Citizens Securities, Inc.: none listed · Concentric: Schwab, Fidelity · Soltis Investment Advisors, LLC: Fidelity, Schwab