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 Sequentis Capital LLC (swap one in):+ Greenway Financial Advisors LLC $107.1M · Burlington, MA+ Round Table Investment Strategies, LLC $106.7M · Lincoln, NE+ Palermo Wealth Management, LLC $96.5M+ Spectrum Wealth Management, LLC $96.5M
Boston, MA
Wrentham, MA
Miami, FL
Assets under management$101.5M$107.8M$106.7M
Asset growth, last 2 years+391%–−12%
Advisory staff3215
Individual clients909767
Assets per client$1.1M$1.1M$1.6M
Clients per advisor30494
Main custodianSchwab–Pershing
Filing with the SEC since201820262022
Tools in their stack–2–
People on Advicer.bio3214

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

ToolSequentis Capital LLCAlternative Capitalis, LLCStonex International Advisors Inc
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Sequentis Capital LLC: Schwab · Alternative Capitalis, LLC: none listed · Stonex International Advisors Inc: Pershing, Banco Santander International, Morgan Stanley