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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 Sb Advisory, LLC (swap one in):+ Lake Street $1.16B · Chicago, IL+ Frazier Financial Advisors, LLC $1.16B · Columbus, OH+ Weaver Consulting Group, LLC $1.05B · Huntington Beach, CA+ Three Bridge Wealth Advisors $1.05B · Los Altos, CA
Atlanta, GA
Waco, TX
Westlake Village, CA
Assets under management$1.1B$1.16B$1.05B
Asset growth, last 2 years+285%+76%+22%
Advisory staff30514
Individual clients2,6349621,018
Assets per client$418K$1.2M$1M
Clients per advisor8819273
Main custodianRBC–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio35611

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

ToolSb Advisory, LLCAcademy Capital ManagementManchester Financial Inc
CRM
Envestnet Tamarac––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Sb Advisory, LLC: RBC · Academy Capital Management: none listed · Manchester Financial Inc: Schwab