Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Illumination Wealth Management $471.1M · San Diego, CA+ 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
Rexburg, ID
Assets under management$447.2M$472M$471.2M
Asset growth, last 2 years+42%+20%+263%
Advisory staff4910
Individual clients597596939
Assets per client$749K$792K$502K
Clients per advisor1496694
Main custodianLPL FinancialFidelityLPL Financial
Filing with the SEC since201620212023
Tools in their stack142
People on Advicer.bio4710

From each firm's latest Form ADV (Aug 2026, Feb 2026, Jul 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 EffectsSand Creek Capital, LLC
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––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 · Sand Creek Capital, LLC: LPL Financial