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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):+ Yandell Investments, LLC $171M · Orlando, FL+ Wealth Engineering, LLC $171M · Scottsdale, AZ+ Elevage Partners, LLC $154.6M · Reno, NV+ Quish $154.2M · Boulder, CO
St. Petersburg, FL
Fort Myers, FL
Palm Beach Gardens, FL
Assets under management$162.7M$171.7M$172.2M
Asset growth, last 2 years––+33%
Advisory staff745
Individual clients79294147
Assets per client$2.1M$584K$1.2M
Clients per advisor117429
Main custodianSchwabSchwabFidelity
Filing with the SEC since202420242020
Tools in their stack–12
People on Advicer.bio731

From each firm's latest Form ADV (Feb 2026, Mar 2026, Jun 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.Nexwealth LLC
CRM
HubSpot––Uses it
Performance Reporting
Addepar––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Sagace Wealth Management: Schwab · Evolution Wealth Management Inc.: Schwab · Nexwealth LLC: Fidelity