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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 Desimone Investments, LLC (swap one in):+ Lynchburg Wealth Management $77.8M · Lynchburg, VA+ Jecohen & Co., LLC $77.8M · New Orleans, LA+ Firelands Wealth Management, LLC $70.3M · Huron, OH+ Clemensen Capital Company LLC $70.3M
Tampa, FL
Assets under management$74M$77.8M$77.8M
Asset growth, last 2 years––+1,456%
Advisory staff114
Individual clients1123578
Assets per client$661K$2.2M$998K
Clients per advisor1123520
Main custodian––LPL Financial
Filing with the SEC since202620262021
Tools in their stack––4
People on Advicer.bio114

From each firm's latest Form ADV (Feb 2026, Mar 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.

ToolDesimone Investments, LLCRobert A. Sandler, LLCVectorwealth
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)––Uses it
Wealthscape (Fidelity)––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Desimone Investments, LLC: none listed · Robert A. Sandler, LLC: none listed · Vectorwealth: LPL Financial