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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
Ocean City, MD
Assets under management$241.9M$256.1M$229.8M
Asset growth, last 2 years+38%+38%+103%
Advisory staff224
Individual clients142115950
Assets per client$1.7M$2.2M$242K
Clients per advisor7158238
Main custodianSchwabFidelitySchwab
Filing with the SEC since20182012 or earlier2024
Tools in their stack–24
People on Advicer.bio234

From each firm's latest Form ADV (Mar 2026, Aug 2026, Jun 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, LLCMontgomery Financial
Client Data Gathering
PreciseFP––Uses it
Client File Sharing
ShareFile–Uses it–
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it
Tax Planning
Wealth.com––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Sanchez & Zures, LLC: Schwab · Alpha Advisors, LLC: Fidelity · Montgomery Financial: Schwab, Fidelity