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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 Sapiat Asset Management, LLC (swap one in):+ Lattice Wealth Advisors $47.6M · Chattanooga, TN+ Capstone Pacific Investment Strategies $47.2M+ Drost Financial $42.7M+ Winston & Company, Inc. $42.7M
Greeneville, TN
Cabot, AR
New York, NY
Assets under management$44.9M$47.2M$47.2M
Asset growth, last 2 years––+28%
Advisory staff123
Individual clients23941323
Assets per client$188K$114K$2.1M
Clients per advisor2392078
Main custodian––Morgan Stanley
Filing with the SEC since202620262016
Tools in their stack1–1
People on Advicer.bio14–

From each firm's latest Form ADV (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

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.

ToolSapiat Asset Management, LLCPaladin Investment AdvisorsHilbert 8, LLC
Portfolio Management
OrionUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Sapiat Asset Management, LLC: none listed · Paladin Investment Advisors: none listed · Hilbert 8, LLC: Morgan Stanley, Stonex Financial Inc., J.P. Morgan, Schwab, Interactive Brokers