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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
Armonk, NY
Assets under management$166.3M$174.8M$174.8M
Asset growth, last 2 years+160%+35%+51%
Advisory staff234
Individual clients81263279
Assets per client$2.1M$665K$627K
Clients per advisor418870
Main custodianSchwabSchwabFidelity
Filing with the SEC since202220212012 or earlier
Tools in their stack–3–
People on Advicer.bio135

From each firm's latest Form ADV (Mar 2026, Jul 2026, Aug 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, LLCIncome & Asset Advisory, Inc.
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 · Income & Asset Advisory, Inc.: Fidelity, Ascensus Broker Dealer Services, LLC