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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 Sarsi, LLC (swap one in):+ Greenstar Advisors $48.4M+ Southwestern Money Management LLC $48.3M · San Antonio, TX+ Leading Edge Wealth Management, LLC $43.7M · Rolling Meadows, IL+ Cypress Point Financial Advisors $43.7M
Assets under management$46M$48.4M$48.4M
Asset growth, last 2 years––−28%
Advisory staff111
Individual clients576626
Assets per client$808K$733K$1.9M
Clients per advisor576626
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Oct 2026, Mar 2026, Jan 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.