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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 Darwin Wealth Management (swap one in):+ Sageguard Financial Group, LLC $755.7M · Goodlettsville, TN+ Total Clarity Wealth Management, Inc $755.4M · St. Charles, IL+ Sandbox Financial Partners, LLC $681.7M · Bethesda, MD+ Synergy Investment Management LLC $681.5M · Altamonte Springs, FL
Tampa, FL
Saint Petersburg, FL
Palm Beach, FL
Assets under management$717.8M$755.6M$678.3M
Asset growth, last 2 years+26%+54%+61%
Advisory staff614
Individual clients844132203
Assets per client$850K$5.7M$3.3M
Clients per advisor14113251
Main custodianGoldman SachsSchwabPershing
Filing with the SEC since201420232019
Tools in their stack–43
People on Advicer.bio1214

From each firm's latest Form ADV (Oct 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.

ToolDarwin Wealth ManagementLighthouse FinancialHudson Value Partners, LLC
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers––Uses it
NetX360 (Pershing)––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Darwin Wealth Management: Goldman Sachs, Schwab · Lighthouse Financial: Schwab · Hudson Value Partners, LLC: Pershing