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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 Saaga (swap one in):+ Sageguard Financial Group, LLC $755.7M · Goodlettsville, TN+ Total Clarity Wealth Management, Inc $755.4M · St. Charles, IL+ Synergy Investment Management LLC $681.5M · Altamonte Springs, FL+ Lees Monsour Group $681.2M · Shreveport, LA
Miami, FL
Saint Petersburg, FL
Palm Beach, FL
Assets under management$717.5M$755.6M$678.3M
Asset growth, last 2 years+19%+54%+61%
Advisory staff314
Individual clients22132203
Assets per client$32.6M$5.7M$3.3M
Clients per advisor713251
Main custodian–SchwabPershing
Filing with the SEC since202320232019
Tools in their stack–43
People on Advicer.bio314

From each firm's latest Form ADV (Aug 2026, Sep 2026, Oct 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.

ToolSaagaLighthouse FinancialHudson Value Partners, LLC
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers––Uses it
NetX360 (Pershing)––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Saaga: none listed · Lighthouse Financial: Schwab · Hudson Value Partners, LLC: Pershing