Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Sentinel Wealth Inc (swap one in):+ Kraft Financial, LLC $36M · Bloomington, IL+ Millennial Wealth Management, LLC $36M · Broomfield, CO+ Ironcrest Capital Management LLC $32.6M · Santa Barbara, CA+ Bull Market Investment Management, Inc. $32.3M · Miami, FL
Bonita Springs, FL
Stuart, FL
Rockwall, TX
Assets under management$34.3M$36.4M$36M
Asset growth, last 2 years–+46%–
Advisory staff111
Individual clients207789
Assets per client$1.7M$472K$405K
Clients per advisor207789
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack2–3
People on Advicer.bio111

From each firm's latest Form ADV (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

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.

ToolSentinel Wealth IncFinancial Planning Professionals, Inc.Rockwall Wealth Advisors
Website Builders
Squarespace––Uses it
WebflowUses it––
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
BlueleafUses it––
Schedule Apps
Calendly––Uses it