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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 Releve Financial Group (swap one in):+ Sage Investment Advisers LLC $268.4M · Wappingers Falls, NY+ Jmk & Associates, LLC $268.4M · Spokane, WA+ Nrg Wealth Management $242M · Oro Valley, AZ+ Bayntree Wealth Advisors, LLC $241.1M · Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Alexander City, AL
Assets under management$255.6M$270.3M$242.6M
Asset growth, last 2 years+37%+42%+130%
Advisory staff452
Individual clients321115245
Assets per client$796K$2.4M$990K
Clients per advisor8023123
Main custodianSchwabSchwabSchwab
Filing with the SEC since20162012 or earlier2024
Tools in their stack––4
People on Advicer.bio452

From each firm's latest Form ADV (Jun 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.

ToolReleve Financial GroupSage Financial Advisors Inc.Blalock Williams, LLC
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
CRM
SS&C Black Diamond––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Releve Financial Group: Schwab · Sage Financial Advisors Inc.: Schwab · Blalock Williams, LLC: Schwab, Pershing