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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):+ Journey Beyond Wealth $250.3M · Roswell, GA+ Altura Wealth Advisors Inc. $250.1M · Santa Clara, CA+ Elevation Advisory Partners LLC $226M · Orlando, FL+ Valpey Financial Services LLC $226M · Concord, NH
Allentown, PA
Laguna Niguel, CA
Mequon, WI
Assets under management$238.2M$250.1M$226.1M
Asset growth, last 2 years+34%+49%−12%
Advisory staff244
Individual clients677207236
Assets per client$352K$1.2M$958K
Clients per advisor3395259
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520232012 or earlier
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 GroupDenali Wealth Management, Inc.
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses it–Uses it

Custodians on Form ADV: Sector Analysts LLC: Schwab · Ehrlich Financial Group: Schwab · Denali Wealth Management, Inc.: Schwab