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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 Cypress Capital, LLC (swap one in):+ Silverleafe Capital Partners, LLC $449.2M · Germantown, TN+ Armstrong Dixon $447.5M · Baltimore, MD+ Core Wealth Management, Inc. $404.7M · Jupiter, FL+ Arena Private Wealth $404.7M · Chicago, IL
Franklin, TN
Athens, TN
Knoxville, TN
Assets under management$426M$449.9M$401M
Asset growth, last 2 years+7%+49%+79%
Advisory staff7117
Individual clients657704262
Assets per client$648K$639K$1.5M
Clients per advisor946437
Main custodianSchwab–Schwab
Filing with the SEC since201420162018
Tools in their stack––5
People on Advicer.bio9105

From each firm's latest Form ADV (Mar 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.

ToolCypress Capital, LLCCapital Square, LLCInsight Strategic Wealth LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Orion––Uses it
TAMP
Focus Partners Advisor Solutions––Uses it

Custodians on Form ADV: Cypress Capital, LLC: Schwab, Raymond James · Capital Square, LLC: none listed · Insight Strategic Wealth LLC: Schwab