Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Santiago.life (swap one in):+ Tapparo Capital Management $93.3M · Topsfield, MA+ Connolly Financial Advisors, Inc. $93.3M · North Andover, MA+ Clarity Capital Management LLC $84.4M+ Soesbe Financial $84.4M · Sacramento, CA
Fishers, IN
Assets under management$88.8M$93.3M$93.3M
Asset growth, last 2 years––+202%
Advisory staff121
Individual clients130143105
Assets per client$683K$652K$889K
Clients per advisor13072105
Main custodian––Schwab
Filing with the SEC since202620262015
Tools in their stack–3–
People on Advicer.bio122

From each firm's latest Form ADV (Mar 2026, May 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

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.

ToolSantiago.lifePanoramic FinancialCedar Capital, LLC
Client File Sharing
ShareFile–Uses it–
Custodial Platform
Altruist–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–

Custodians on Form ADV: Santiago.life: none listed · Panoramic Financial: none listed · Cedar Capital, LLC: Schwab