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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):+ Family Fiduciary Services, Inc. $254.2M · Beverly, MA+ Integrated Wealth Management, Inc. $254.1M · Uniontown, OH+ Campion Asset Management, LLC $228.8M · Fairfax, VA+ Bay Capital Advisors, LLC $228.3M · Virginia Beach, VA
Mclean, VA
Richmond, VA
Madison, WI
Assets under management$241.9M$256.1M$254.2M
Asset growth, last 2 years+38%+38%−41%
Advisory staff225
Individual clients142115166
Assets per client$1.7M$2.2M$1.5M
Clients per advisor715833
Main custodianSchwabFidelitySchwab
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio236

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, LLCMendota Financial Group, LLC
Website Builders
Squarespace––Uses it
Wix–Uses it–
Client File Sharing
ShareFile–Uses it–

Custodians on Form ADV: Sanchez & Zures, LLC: Schwab · Alpha Advisors, LLC: Fidelity · Mendota Financial Group, LLC: Schwab, TIAA-Cref