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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 Sanskar Advisors, Inc. (swap one in):+ Satori Financial LLC $50.3M+ Zorea Capital LP $50.3M · Englewood, NJ+ Spinnaker Asset Management Inc. $45.5M · Warwick, RI+ Auctus Wealth Management Inc. $45.4M · Philadelphia, PA
Nyack, NY
Westbury, NY
Assets under management$47.9M$50.6M$50.3M
Asset growth, last 2 years–+46%–
Advisory staff126
Individual clients8940178
Assets per client$538K$1.3M$283K
Clients per advisor892030
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack––10
People on Advicer.bio1–8

From each firm's latest Form ADV (Jan 2026, Jun 2026, Sep 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.

ToolSanskar Advisors, Inc.Personal Asset Strategies, Inc.Defining Wealth
Custodial Platform
Altruist––Uses it
Betterment Advisor Solutions––Uses it
Financial Planning
Hazel––Uses it
RightCapital (Right Capital)––Uses it
Tax Planning
Holistiplan––Uses it
Wealth.com––Uses it
Client Texting
CurrentClient––Uses it
Communications Archiving/Monitoring
Greenboard––Uses it
CRM
Slant (Slant CRM)––Uses it
Schedule Apps
Calendly––Uses it