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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 Path Solutions (swap one in):+ Celadon Managed Wealth $79.7M · Plymouth, MN+ Sagepointe Advisors LLC $79.6M+ Stylus Capital LLC $72M · Istanbul+ Affinity Financial Advisory $72M · Allen Park, MI
Dallas, TX
Assets under management$75.8M$79.7M$72M
Asset growth, last 2 years–––
Advisory staff122
Individual clients6211894
Assets per client$1.2M$675K$766K
Clients per advisor625947
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack43–
People on Advicer.bio122

From each firm's latest Form ADV (Feb 2026, Aug 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

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 Path SolutionsRockford Financial PlanningMessina Wealth Management, LLC
Advisor Lead Gen
Fee-Only Network–Uses it–
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
Envestnet MoneyGuideUses itUses it–
Schedule Apps
CalendlyUses it––