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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):+ Ballentine Partners $15.32B · Waltham, MA+ Freestone Capital Management, LLC $14.54B · Seattle, WA+ Sarofim Trust Co $12.96B · Houston, TX+ Valeo Financial Advisors, LLC $12.96B · Carmel, IN
Indianapolis, IN
Aventura, FL
Atlanta, GA
Assets under management$13.76B$15.08B$15.48B
Asset growth, last 2 years+31%+56%+213%
Advisory staff3023344
Individual clients98014529,516
Assets per client$14M$104M$524K
Clients per advisor33686
Main custodianPershingJ.P. MorganSchwab
Filing with the SEC since20232012 or earlier2014
Tools in their stack221
People on Advicer.bio374353

From each firm's latest Form ADV (Aug 2026, Apr 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 LLCOsaic Advisory Services, LLC
Client File Sharing
Box–Uses it–
Custodial Platform
NetX360 (Pershing)Uses it––
Financial Planning
eMoney––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 · Osaic Advisory Services, LLC: Schwab, Fidelity