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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 Sapient Capital LLC (swap one in):+ Osaic Advisory Services, LLC $15.48B · Atlanta, GA+ Ballentine Partners $15.32B · Waltham, MA+ Sarofim Trust Co $12.96B · Houston, TX+ Valeo Financial Advisors, LLC $12.96B · Carmel, IN
Indianapolis, IN
Aventura, FL
Seattle, WA
Assets under management$13.76B$15.08B$14.54B
Asset growth, last 2 years+31%+56%+53%
Advisory staff302346
Individual clients9801452,906
Assets per client$14M$104M$5M
Clients per advisor33663
Main custodianPershingJ.P. MorganSchwab
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack221
People on Advicer.bio37466

From each firm's latest Form ADV (Aug 2026, Apr 2026, Jun 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.

ToolSapient Capital LLCCv Advisors LLCFreestone Capital Management, LLC
Client File Sharing
Box–Uses it–
CRM
Envestnet Tamarac––Uses it
Custodial Platform
NetX360 (Pershing)Uses it––
Performance Reporting
AddeparUses it––
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Sapient Capital LLC: Pershing · Cv Advisors LLC: J.P. Morgan, Morgan Stanley, UBS · Freestone Capital Management, LLC: Schwab