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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 Sagent Wealth Management (swap one in):+ Candor Financial, LLC $105.6M+ Russell Wealth Advisors $105.6M · Boone, IA+ East West Investment Advisors, LLC $95.4M+ Benning Financial Group, LLC $95M · Benicia, CA
Laguna Beach, CA
El Cerrito, CA
Laguna Beach, CA
Assets under management$100.4M$105.8M$95.3M
Asset growth, last 2 years+11%––
Advisory staff221
Individual clients8214278
Assets per client$1.2M$745K$1.2M
Clients per advisor417178
Main custodianFirst Clearing, LLC––
Filing with the SEC since2012 or earlier20262026
Tools in their stack22–
People on Advicer.bio221

From each firm's latest Form ADV (Jul 2026, Mar 2026, Jan 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.

ToolSagent Wealth ManagementHarborlight Investments, LLCMem Investments
Custodial Platform
AltruistUses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Sagent Wealth Management: First Clearing, LLC · Harborlight Investments, LLC: none listed · Mem Investments: none listed