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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 Sargent Investment Group (swap one in):+ Isc Financial Advisors $1.55B · Albert Lea, MN+ Ccm Investment Advisers, LLC $1.55B · Columbia, SC+ Howard Financial Services, LTD. $1.4B · Dallas, TX+ Silicon Valley Retirement Services, LLC $1.4B · San Jose, CA
Bethesda, MD
Dallas, TX
El Segundo, CA
Assets under management$1.48B$1.55B$1.55B
Asset growth, last 2 years+29%+19%+33%
Advisory staff13314
Individual clients3962001,088
Assets per client$3.7M$7.8M$1.4M
Clients per advisor306778
Main custodianFolioSchwabFidelity
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack11–
People on Advicer.bio13314

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

ToolSargent Investment GroupAnnandale Capital, LLCRegatta Capital Group, LLC
CRM
Envestnet Tamarac–Uses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: Sargent Investment Group: Folio, Schwab · Annandale Capital, LLC: Schwab · Regatta Capital Group, LLC: Fidelity