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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 Secured Retirement Advisors, LLC (swap one in):+ Sage Investment Advisers LLC $268.4M · Wappingers Falls, NY+ Jmk & Associates, LLC $268.4M · Spokane, WA+ Excelsior Investors $242M · Excelsior, MN+ Cfg Retirement $241M · Edina, MN
St Louis Park, MN
State College, PA
Pinehurst, NC
Assets under management$255.1M$268.3M$268.3M
Asset growth, last 2 years+74%+41%+41%
Advisory staff423
Individual clients602266684
Assets per client$424K$1M$392K
Clients per advisor151133228
Main custodianSchwabFidelityRaymond James
Filing with the SEC since202120202018
Tools in their stack2–1
People on Advicer.bio633

From each firm's latest Form ADV (Feb 2026, May 2026, Mar 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.

ToolSecured Retirement Advisors, LLCInvested AdvisorsReliant Investment Partners, LLC
Custodial Platform
Charles SchwabUses it––
Raymond James––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Secured Retirement Advisors, LLC: Schwab · Invested Advisors: Fidelity · Reliant Investment Partners, LLC: Raymond James