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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 Santiago.life (swap one in):+ Cedar Capital, LLC $93.3M+ Connolly Financial Advisors, Inc. $93.3M · North Andover, MA+ Soesbe Financial $84.4M · Sacramento, CA+ Bethesda Financial Advisors, LLC $84.3M · Bethesda, MD
Fishers, IN
Assets under management$88.8M$93.3M$84.4M
Asset growth, last 2 years–––
Advisory staff122
Individual clients130143100
Assets per client$683K$652K$844K
Clients per advisor1307250
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–34
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.

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 FinancialClarity Capital Management LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab––Uses it
Advisor Lead Gen
Fee-Only Network––Uses it
Client File Sharing
ShareFile–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses itUses it
Schedule Apps
Calendly––Uses it