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 Saaga (swap one in):+ Blue Fin Capital, Inc. $755.9M · Warren, RI+ Sageguard Financial Group, LLC $755.7M · Goodlettsville, TN+ Synergy Investment Management LLC $681.5M · Altamonte Springs, FL+ Hudson Value Partners, LLC $678.3M · Palm Beach, FL
Miami, FL
Saint Petersburg, FL
St. Charles, IL
Assets under management$717.5M$755.6M$755.4M
Asset growth, last 2 years+19%+54%+65%
Advisory staff3120
Individual clients221321,032
Assets per client$32.6M$5.7M$732K
Clients per advisor713252
Main custodian–SchwabSchwab
Filing with the SEC since202320232012 or earlier
Tools in their stack–46
People on Advicer.bio3122

From each firm's latest Form ADV (Aug 2026, Sep 2026, Jul 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 FinancialTotal Clarity Wealth Management, Inc
Custodial Platform
Charles Schwab–Uses itUses it
LPL Financial (ClientWorks)––Uses it
Financial Planning
RightCapital (Right Capital)–Uses itUses it
eMoney––Uses it
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Saaga: none listed · Lighthouse Financial: Schwab · Total Clarity Wealth Management, Inc: Schwab, LPL Financial