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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+ Lees Monsour Group $681.2M · Shreveport, LA+ Hudson Value Partners, LLC $678.3M · Palm Beach, FL
Miami, FL
Saint Petersburg, FL
Altamonte Springs, FL
Assets under management$717.5M$755.6M$681.5M
Asset growth, last 2 years+19%+54%+571%
Advisory staff3116
Individual clients221322,469
Assets per client$32.6M$5.7M$276K
Clients per advisor7132154
Main custodian–SchwabLPL Financial
Filing with the SEC since202320232020
Tools in their stack–4–
People on Advicer.bio3119

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

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 FinancialSynergy Investment Management LLC
Custodial Platform
Charles Schwab–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 · Synergy Investment Management LLC: LPL Financial, Schwab