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 S3, Inc (swap one in):+ Panoramic Financial $93.3M+ Connolly Financial Advisors, Inc. $93.3M · North Andover, MA+ Soesbe Financial $84.4M · Sacramento, CA+ Akm Advisory $84.1M · Edina, MN
Minneapolis, MN
Edina, MN
Assets under management$88.8M$93.4M$93.3M
Asset growth, last 2 years––+202%
Advisory staff221
Individual clients9578105
Assets per client$935K$1.2M$889K
Clients per advisor4839105
Main custodian––Schwab
Filing with the SEC since202620262015
Tools in their stack13–
People on Advicer.bio222

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

ToolS3, IncHyland Lake PartnersCedar Capital, LLC
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Portfolio Management
Orion–Uses it–
Video Meetings & Messaging
ZoomUses it––
Website Builders
Webflow–Uses it–

Custodians on Form ADV: S3, Inc: none listed · Hyland Lake Partners: none listed · Cedar Capital, LLC: Schwab