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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 Santefort Investment Group, LLC (swap one in):+ Coordinated Wealth Management, L.l.c. $113.9M · Hendersonville, TN+ Tollefson and Company Investment Management LLC $113.7M+ Clearview Financial $102.6M · Richmond, VA+ Servant Capital Advisors $102.3M · Fishers, IN
Schererville, IN
Fairlawn, OH
Assets under management$108.1M$113.6M$113.6M
Asset growth, last 2 years–+112%−14%
Advisory staff131
Individual clients45610318
Assets per client$237K$1.1M$6.3M
Clients per advisor4563418
Main custodian––Fidelity
Filing with the SEC since20262012 or earlier2023
Tools in their stack–––
People on Advicer.bio161

From each firm's latest Form ADV (Feb 2026, Aug 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Santefort Investment Group, LLC: none listed · Scofield & Company, LLC: none listed · Broadwealth LLC: Fidelity