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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+ Alphacore Capital LLC $12.96B · La Jolla, CA+ Valeo Financial Advisors, LLC $12.96B · Carmel, IN
Indianapolis, IN
Aventura, FL
Houston, TX
Assets under management$13.76B$15.08B$12.96B
Asset growth, last 2 years+31%+56%+82%
Advisory staff302322
Individual clients98014586
Assets per client$14M$104M$150.7M
Clients per advisor3364
Main custodianPershingJ.P. MorganFifth Third Bank
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack22–
People on Advicer.bio37415

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

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 LLCSarofim Trust Co
Client File Sharing
Box–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 · Sarofim Trust Co: Fifth Third Bank, J.P. Morgan, Goldman Sachs