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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 Sage Advisors, LLC (swap one in):+ Heritage Wealth Advisors $604.7M · Cincinnati, OH+ Atlantic Edge Private Wealth Management $604.3M+ Mach-1 Financial Group, LLC $546.3M · Rogers, AR+ Legacy Wealth $546M · Woodbury, MN
Edmonds, WA
Lacey, WA
Dallas, TX
Assets under management$575.1M$610.4M$604M
Asset growth, last 2 years+35%+38%+36%
Advisory staff413
Individual clients675437174
Assets per client$852K$1.4M$3.5M
Clients per advisor16943758
Main custodianFidelityAmerican Funds Distributors, Inc.Schwab
Filing with the SEC since201920232012 or earlier
Tools in their stack473
People on Advicer.bio413

From each firm's latest Form ADV (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

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.

ToolSage Advisors, LLCWeinand Financial, Inc.Ackerman Capital Management
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)Uses itUses it–
NetX360 (Pershing)–Uses it–
SEI–Uses it–
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses itUses itUses it
Portfolio Management
Orion–Uses itUses it
Schedule Apps
OnceHubUses it––

Custodians on Form ADV: Sage Advisors, LLC: Fidelity · Weinand Financial, Inc.: American Funds Distributors, Inc., Schwab · Ackerman Capital Management: Schwab