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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 Sagace Wealth Management (swap one in):+ Nexwealth LLC $172.2M · Palm Beach Gardens, FL+ Yandell Investments, LLC $171M · Orlando, FL+ Quish $154.2M · Boulder, CO+ Newbury Capital Management, LLC $154.1M · South Pasadena, CA
St. Petersburg, FL
Fort Myers, FL
Reno, NV
Assets under management$162.7M$171.7M$154.6M
Asset growth, last 2 years––+8%
Advisory staff745
Individual clients79294365
Assets per client$2.1M$584K$423K
Clients per advisor117473
Main custodianSchwabSchwabAxos Clearing
Filing with the SEC since202420242018
Tools in their stack–12
People on Advicer.bio735

From each firm's latest Form ADV (Feb 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

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.

ToolSagace Wealth ManagementEvolution Wealth Management Inc.Elevage Partners, LLC
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Sagace Wealth Management: Schwab · Evolution Wealth Management Inc.: Schwab · Elevage Partners, LLC: Axos Clearing