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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 Sanchez & Zures, LLC (swap one in):+ Mendota Financial Group, LLC $254.2M · Madison, WI+ Family Fiduciary Services, Inc. $254.2M · Beverly, MA+ Campion Asset Management, LLC $228.8M · Fairfax, VA+ Bay Capital Advisors, LLC $228.3M · Virginia Beach, VA
Mclean, VA
Richmond, VA
Uniontown, OH
Assets under management$241.9M$256.1M$254.1M
Asset growth, last 2 years+38%+38%+82%
Advisory staff226
Individual clients142115521
Assets per client$1.7M$2.2M$488K
Clients per advisor715887
Main custodianSchwabFidelityFidelity
Filing with the SEC since20182012 or earlier2023
Tools in their stack–21
People on Advicer.bio237

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.

ToolSanchez & Zures, LLCAlpha Advisors, LLCIntegrated Wealth Management, Inc.
Client File Sharing
ShareFile–Uses it–
Financial Planning
eMoney––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Sanchez & Zures, LLC: Schwab · Alpha Advisors, LLC: Fidelity · Integrated Wealth Management, Inc.: Fidelity, SEI