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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 Safe Landing Financial (swap one in):+ Iron Oak Capital Management $13M+ Private Capital Asset Management LLC $13M · Darien, CT+ Sonoma Mountain Financial LLC $11.7M+ Vision Wealth Advisors LLC $11.7M · Lubbock, TX
Round Rock, TX
New Braunfels, TX
Brookline, MA
Assets under management$12.4M$13M$13M
Asset growth, last 2 years–––
Advisory staff115
Individual clients153333
Assets per client$824K$395K$394K
Clients per advisor15337
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack431
People on Advicer.bio114

From each firm's latest Form ADV (Oct 2026, Jan 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

1 tool 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.

ToolSafe Landing FinancialPlw FinancialNubian Square Investment Advisors, LLC
Advisor Lead Gen
Fee-Only NetworkUses it––
WealthtenderUses it––
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)Uses it––
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
CalendlyUses itUses itUses it