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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 Ifg Advisory, LLC (swap one in):+ Stifel Independent Advisors, LLC $5.01B · St Louis, MO+ Savvy $5B · New York, NY+ Zwj Investment Counsel Inc $4.23B · Atlanta, GA+ Southeast Asset Advisors, LLC $4.2B · Thomasville, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Assets under management$4.76B$5.29B$4.29B
Asset growth, last 2 years+46%+87%+96%
Advisory staff864820
Individual clients9,0383,108186
Assets per client$527K$1.7M$23M
Clients per advisor105659
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since20142012 or earlier2018
Tools in their stack233
People on Advicer.bio1106421

From each firm's latest Form ADV (Sep 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.

ToolIfg Advisory, LLCBip Wealth, LLCSage Mountain Advisors, LLC
Custodial Platform
Wealthscape (Fidelity)–Uses itUses it
Charles Schwab––Uses it
LPL Financial (ClientWorks)Uses it––
NetX360 (Pershing)–Uses it–
CRM
HubSpot–Uses it–
Performance Reporting
Addepar––Uses it
Schedule Apps
OnceHubUses it––

Custodians on Form ADV: Ifg Advisory, LLC: LPL Financial · Bip Wealth, LLC: Schwab, Millennium Trust, Fidelity · Sage Mountain Advisors, LLC: Fidelity