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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 Sedona Asset Management Services, LLC (swap one in):+ Family Life Financial Planning $5.8M · Mentor, OH+ Adaptive Asset Management $5.8M+ Carey S. Roebuck Financial Services, LLC $5.2M+ Meridian Venture Partners, Inc $5.2M
Assets under management$5.5M$5.8M$5.8M
Asset growth, last 2 years−88%––
Advisory staff112
Individual clients7–61
Assets per client$789K–$95K
Clients per advisor7–31
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––3
People on Advicer.bio112

From each firm's latest Form ADV (Feb 2026, Apr 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

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.

ToolSedona Asset Management Services, LLCPerimeter InvestmentsSachi Financial Planning
Custodial Platform
Altruist––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it