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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 Regent Wealth Management, Inc. (swap one in):+ Promenade Wealth $79.6M+ Minerva Wealth Advisory $79.5M · New York, NY+ Trimaran Capital $71.9M · Savannah, GA+ Silver Advisors, LLC $71.9M · New York, NY
Tulsa, OK
Scottsdale, AZ
Coeur D'alene, ID
Assets under management$75.7M$79.5M$79.6M
Asset growth, last 2 years+10%––
Advisory staff243
Individual clients83240127
Assets per client$912K$331K$626K
Clients per advisor426042
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–71
People on Advicer.bio443

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

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.

ToolRegent Wealth Management, Inc.Sun Valley AdvisoryArcher Wealth Advisors
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Vanguard–Uses it–
Wealthscape (Fidelity)–Uses it–
Website Builders
Squarespace–Uses it–
Webflow––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–