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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 Cogentblue (swap one in):+ Southern Capital Advisors, LLC $636.9M · Jackson, TN+ West Advisors, Inc. $636.7M+ Keidan Financial Consultants LLC $574.9M · Columbus, OH+ Fcg Investment Company $568.2M · Germantown, TN
Knoxville, TN
Chattanooga, TN
Edmonds, WA
Assets under management$606M$638.5M$575.1M
Asset growth, last 2 years−3%+49%+35%
Advisory staff4124
Individual clients112280675
Assets per client$5.4M$2.3M$852K
Clients per advisor2823169
Main custodianFidelitySchwabFidelity
Filing with the SEC since202220162019
Tools in their stack444
People on Advicer.bio6124

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

1 tool 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.

ToolCogentblueAcumen Wealth Advisors, LLCSage Advisors, LLC
Schedule Apps
CalendlyUses it––
GRemindersUses it––
OnceHub––Uses it
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
Digital Marketing
MailchimpUses it––
Snappy Kraken––Uses it
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoneyUses itUses itUses it
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Cogentblue: Fidelity · Acumen Wealth Advisors, LLC: Schwab · Sage Advisors, LLC: Fidelity