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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 Saos Capital, LLC (swap one in):+ Cassia Capital Partners LLC $251.2M · Winston Salem, NC+ Mariaca Wealth Management, LLC $251.1M · Wellington, FL+ Successful Money Strategies Inc $227.1M · Fall River, MA+ Magnolia Financial Planning Services, Inc. $225.7M · Seneca, SC
Mount Pleasant, SC
Sparks, NV
Atlanta, GA
Assets under management$239.1M$251.1M$251.1M
Asset growth, last 2 years+41%+36%+6%
Advisory staff331
Individual clients5361,14418
Assets per client$446K$219K$13.9M
Clients per advisor17938118
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack23–
People on Advicer.bio33–

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

ToolSaos Capital, LLCPeterson Wealth Management, LLCChecks & Balances, Inc.
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)Uses it––
CRM
SS&C Black DiamondUses it––
Digital Marketing
Snappy Kraken–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Saos Capital, LLC: Fidelity · Peterson Wealth Management, LLC: Schwab · Checks & Balances, Inc.: Schwab