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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 Sequentis Capital LLC (swap one in):+ Round Table Investment Strategies, LLC $106.7M · Lincoln, NE+ Stonex International Advisors Inc $106.7M · Miami, FL+ Palermo Wealth Management, LLC $96.5M+ Spectrum Wealth Management, LLC $96.5M
Boston, MA
Wrentham, MA
Burlington, MA
Assets under management$101.5M$107.8M$107.1M
Asset growth, last 2 years+391%––
Advisory staff322
Individual clients909777
Assets per client$1.1M$1.1M$1.4M
Clients per advisor304939
Main custodianSchwab––
Filing with the SEC since201820262026
Tools in their stack–2–
People on Advicer.bio322

From each firm's latest Form ADV (May 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

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.

ToolSequentis Capital LLCAlternative Capitalis, LLCGreenway Financial Advisors LLC
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Sequentis Capital LLC: Schwab · Alternative Capitalis, LLC: none listed · Greenway Financial Advisors LLC: none listed