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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):+ Atlantic Edge Private Wealth Management $604.3M+ Ackerman Capital Management $604M · Dallas, TX+ Mach-1 Financial Group, LLC $546.3M · Rogers, AR+ Whitegate Investment Counselors, Inc. $545.4M · Concord, NH
Edmonds, WA
Lacey, WA
Woodbury, MN
Assets under management$575.1M$610.4M$546M
Asset growth, last 2 years+35%+38%+32%
Advisory staff414
Individual clients675437493
Assets per client$852K$1.4M$1.1M
Clients per advisor169437123
Main custodianFidelityAmerican Funds Distributors, Inc.Schwab
Filing with the SEC since201920232020
Tools in their stack471
People on Advicer.bio415

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

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.

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

Custodians on Form ADV: Sage Advisors, LLC: Fidelity · Weinand Financial, Inc.: American Funds Distributors, Inc., Schwab · Legacy Wealth: Schwab