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 Safe Landing Financial (swap one in):+ Iron Oak Capital Management $13M+ Nubian Square Investment Advisors, LLC $13M · Brookline, MA+ Sonoma Mountain Financial LLC $11.7M+ Vision Wealth Advisors LLC $11.7M · Lubbock, TX
Round Rock, TX
New Braunfels, TX
Darien, CT
Assets under management$12.4M$13M$13M
Asset growth, last 2 years–––
Advisory staff113
Individual clients15336
Assets per client$824K$395K$2.2M
Clients per advisor15332
Main custodian––Pershing
Filing with the SEC since202620262022
Tools in their stack432
People on Advicer.bio11–

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

ToolSafe Landing FinancialPlw FinancialPrivate Capital Asset Management LLC
Advisor Lead Gen
Fee-Only NetworkUses it––
WealthtenderUses it––
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)Uses it––
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
CalendlyUses itUses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Safe Landing Financial: none listed · Plw Financial: none listed · Private Capital Asset Management LLC: Pershing