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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):+ Income & Asset Advisory, Inc. $174.8M · Armonk, NY+ Meliora Capital $174.8M · Tulsa, OK+ Harold Dance Investments $158M · Logan, UT+ Garnett Investment Strategies $158M · Beatrice, NE
Tulsa, OK
Salt Lake City, UT
Assets under management$166.3M$174.8M$174.8M
Asset growth, last 2 years+160%+35%+64%
Advisory staff233
Individual clients81263131
Assets per client$2.1M$665K$1.3M
Clients per advisor418844
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220212012 or earlier
Tools in their stack–34
People on Advicer.bio133

From each firm's latest Form ADV (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.

ToolConway PartnersSageoak Financial, LLCGuardian Wealth Management
401(k) Implementation
Vestwell–Uses it–
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Conway Partners: Schwab, Fidelity · Sageoak Financial, LLC: Schwab · Guardian Wealth Management: Schwab