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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 Stone Wealth Management LLC (swap one in):+ Foronjy Financial $278M · Santa Barbara, CA+ Auspicious Financial Planning, LLC $278M · San Ramon, CA+ Anchor Bay Capital, Inc. $247.1M · Carlsbad, CA+ Sierra Pacific Private Wealth, LLC $245.9M · Pleasanton, CA
La Jolla, CA
San Diego, CA
Aliso Viejo, CA
Assets under management$261.4M$276.1M$275.5M
Asset growth, last 2 years+56%+15%–
Advisory staff311
Individual clients112301238
Assets per client$2.3M$917K$1.2M
Clients per advisor37301238
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack11–
People on Advicer.bio321

From each firm's latest Form ADV (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 Stone Wealth Management LLCSimplifi, Inc.Challenger Wealth Management
Website Builders
Squarespace–Uses it–
WixUses it––

Custodians on Form ADV: Sage Stone Wealth Management LLC: Fidelity · Simplifi, Inc.: Schwab · Challenger Wealth Management: Schwab