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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 Sector Analysts LLC (swap one in):+ Main Street Investment Advisors, LLC $250.3M · Northbrook, IL+ Journey Beyond Wealth $250.3M · Roswell, GA+ Denali Wealth Management, Inc. $226.1M · Mequon, WI+ Elevation Advisory Partners LLC $226M · Orlando, FL
Allentown, PA
Laguna Niguel, CA
Santa Clara, CA
Assets under management$238.2M$250.1M$250.1M
Asset growth, last 2 years+34%+49%+147%
Advisory staff244
Individual clients677207448
Assets per client$352K$1.2M$558K
Clients per advisor33952112
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520232021
Tools in their stack111
People on Advicer.bio244

From each firm's latest Form ADV (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

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.

ToolSector Analysts LLCEhrlich Financial GroupAltura Wealth Advisors Inc.
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Sector Analysts LLC: Schwab · Ehrlich Financial Group: Schwab · Altura Wealth Advisors Inc.: Schwab