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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+ Clarus Group LLC $158M · New York, NY
Tulsa, OK
Beatrice, NE
Assets under management$166.3M$174.8M$158M
Asset growth, last 2 years+160%+35%–
Advisory staff232
Individual clients81263262
Assets per client$2.1M$665K$603K
Clients per advisor4188131
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220212024
Tools in their stack–3–
People on Advicer.bio131

From each firm's latest Form ADV (Mar 2026, Jul 2026, Feb 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, LLCGarnett Investment Strategies
401(k) Implementation
Vestwell–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Conway Partners: Schwab, Fidelity · Sageoak Financial, LLC: Schwab · Garnett Investment Strategies: Schwab