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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 Capital Management LLC (swap one in):+ Resolute Wealth Strategies, LLC $387.6M · Jackson, MS+ Macroview Investment Management LLC $387.1M · Bethesda, MD+ Sykon Capital LLC $350.1M · Harrison, NY+ Superior Planning Wealth Management & Family Office $349.6M · San Diego, CA
Olympia, WA
Houma, LA
Assets under management$368.6M$387.2M$387.4M
Asset growth, last 2 years+25%+12%+51%
Advisory staff266
Individual clients314189414
Assets per client$1.2M$2M$936K
Clients per advisor1573269
Main custodianFidelitySchwabAxos Clearing
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–78
People on Advicer.bio365

From each firm's latest Form ADV (Jun 2026, Mar 2026, Oct 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 Capital Management LLCSoundview AdvisorsHassell Wealth Management
Custodial Platform
NetX360 (Pershing)–Uses itUses it
Altruist––Uses it
Axos––Uses it
Charles Schwab–Uses it–
Vanguard–Uses it–
Wealthscape (Fidelity)–Uses it–
Client File Sharing
Box––Uses it
ShareFile–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses itUses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Sage Capital Management LLC: Fidelity · Soundview Advisors: Schwab, Pershing · Hassell Wealth Management: Axos Clearing