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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):+ Strategic Financial Group, L.l.c. $105.7M · Grand Haven, MI+ Candor Financial, LLC $105.6M+ Mem Investments $95.3M · Laguna Beach, CA+ Benning Financial Group, LLC $95M · Benicia, CA
Laguna Beach, CA
El Cerrito, CA
Boone, IA
Assets under management$100.4M$105.8M$105.6M
Asset growth, last 2 years+11%––
Advisory staff223
Individual clients82142121
Assets per client$1.2M$745K$873K
Clients per advisor417140
Main custodianFirst Clearing, LLC––
Filing with the SEC since2012 or earlier20262026
Tools in their stack222
People on Advicer.bio223

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

ToolSagent Wealth ManagementHarborlight Investments, LLCRussell Wealth Advisors
Custodial Platform
AltruistUses it––
LPL Financial (ClientWorks)––Uses it
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses it–
Schedule Apps
OnceHub––Uses it
Website Builders
Webflow–Uses it–

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