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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):+ Auspicious Financial Planning, LLC $278M · San Ramon, CA+ Challenger Wealth Management $275.5M · Aliso Viejo, CA+ Anchor Bay Capital, Inc. $247.1M · Carlsbad, CA+ Sierra Pacific Private Wealth, LLC $245.9M · Pleasanton, CA
La Jolla, CA
San Diego, CA
Santa Barbara, CA
Assets under management$261.4M$276.1M$278M
Asset growth, last 2 years+56%+15%–
Advisory staff314
Individual clients112301183
Assets per client$2.3M$917K$1.5M
Clients per advisor3730146
Main custodianFidelitySchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack114
People on Advicer.bio324

From each firm's latest Form ADV (Mar 2026, Aug 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.Foronjy Financial
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Website Builders
Squarespace–Uses it–
WixUses it––
Digital Marketing
FMG (FMG Suite)––Uses it
Schedule Apps
Calendly––Uses it

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