Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Hassell Wealth Management $387.4M · Houma, LA+ Sykon Capital LLC $350.1M · Harrison, NY+ Superior Planning Wealth Management & Family Office $349.6M · San Diego, CA
Olympia, WA
Bethesda, MD
Assets under management$368.6M$387.2M$387.1M
Asset growth, last 2 years+25%+12%+43%
Advisory staff264
Individual clients314189225
Assets per client$1.2M$2M$1.7M
Clients per advisor1573256
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–71
People on Advicer.bio364

From each firm's latest Form ADV (Jun 2026, Mar 2026, Sep 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 AdvisorsMacroview Investment Management LLC
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Vanguard–Uses it–
Wealthscape (Fidelity)–Uses it–
Client File Sharing
ShareFile–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Sage Capital Management LLC: Fidelity · Soundview Advisors: Schwab, Pershing · Macroview Investment Management LLC: Fidelity, Schwab, Delaware Charter Guarantee & Trust Company, Inc.