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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 Conway Partners (swap one in):+ Meliora Capital $174.8M · Tulsa, OK+ Guardian Wealth Management $174.8M · Salt Lake City, UT+ Harold Dance Investments $158M · Logan, UT+ Garnett Investment Strategies $158M · Beatrice, NE
Tulsa, OK
New York, NY
Assets under management$166.3M$174.8M$158M
Asset growth, last 2 years+160%+35%+46%
Advisory staff232
Individual clients81263182
Assets per client$2.1M$665K$868K
Clients per advisor418891
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220212020
Tools in their stack–32
People on Advicer.bio133

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

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.

ToolConway PartnersSageoak Financial, LLCClarus Group LLC
401(k) Implementation
Vestwell–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Snappy Kraken––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Conway Partners: Schwab, Fidelity · Sageoak Financial, LLC: Schwab · Clarus Group LLC: Schwab