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.

Roots First Wealth Management
Sorensen Financial Management
Phase Line Financial

Similar in size to Roots First Wealth Management (swap one in):+ The Money Guys $17.4M + Aba Capital LLC $17.4M + H R Financial Services, Inc. $15.8M + Tao Financial $15.8M

	Roots First Wealth Management Highlands Ranch, CO	Sorensen Financial Management Denver, CO	Phase Line Financial
Assets under management	$16.6M	$17.6M	$17.4M
Asset growth, last 2 years	–	–	–
Advisory staff	2	1	1
Individual clients	33	34	42
Assets per client	$503K	$517K	$415K
Clients per advisor	17	34	42
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	2	–	2
People on Advicer.bio	2	1	1

From each firm's latest Form ADV (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.

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.

ToolRoots First Wealth ManagementSorensen Financial ManagementPhase Line Financial

Custodial Platform

Altruist––

Financial Planning

RightCapital (Right Capital)––

Portfolio Management

Orion––

Schedule Apps

Calendly––