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.

Connect Financial Advisors
Achieving Veritas LLC
Sound Investment Strategies, Inc.

	Connect Financial Advisors	Achieving Veritas LLC St. Augustine, FL	Sound Investment Strategies, Inc. Bothell, WA
Assets under management	$66.8M	$70.1M	$63.4M
Asset growth, last 2 years	–	–	+85%
Advisory staff	4	4	2
Individual clients	452	86	94
Assets per client	$148K	$815K	$675K
Clients per advisor	113	22	47
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2012 or earlier
Tools in their stack	1	–	2
People on Advicer.bio	4	3	2

From each firm's latest Form ADV (Oct 2026, Apr 2026, Sep 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.