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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+ Manchester Financial Inc $1.05B · Westlake Village, CA+ Three Bridge Wealth Advisors $1.05B · Los Altos, CA
Atlanta, GA
Waco, TX
Huntington Beach, CA
Assets under management$1.1B$1.16B$1.05B
Asset growth, last 2 years+285%+76%+35%
Advisory staff3054
Individual clients2,6349621,085
Assets per client$418K$1.2M$964K
Clients per advisor88192271
Main custodianRBC–Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack–14
People on Advicer.bio3564

From each firm's latest Form ADV (Jun 2026, Mar 2026, Sep 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 ManagementWeaver Consulting Group, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Sb Advisory, LLC: RBC · Academy Capital Management: none listed · Weaver Consulting Group, LLC: Fidelity