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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 Flagship Private Wealth (swap one in):+ Sand Creek Capital, LLC $471.2M · Rexburg, ID+ Bcs Private Wealth Management $469.7M · Rumson, NJ+ Macdougall Financial Counseling $424.8M · Delmont, PA+ Syrios Wealth Management Group $424.6M · La Jolla, CA
Woburn, MA
Boston, MA
San Diego, CA
Assets under management$447.2M$472M$471.1M
Asset growth, last 2 years+42%+20%+53%
Advisory staff499
Individual clients597596203
Assets per client$749K$792K$2.3M
Clients per advisor1496623
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since201620212021
Tools in their stack145
People on Advicer.bio4711

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

ToolFlagship Private WealthWealth EffectsIllumination Wealth Management
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses itUses it
Envestnet MoneyGuide––Uses it
Digital Marketing
Mailchimp––Uses it
Portfolio Management
Blueleaf––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Flagship Private Wealth: LPL Financial · Wealth Effects: Fidelity · Illumination Wealth Management: Schwab