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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 Sequoia Wealth Management, LLC (swap one in):+ Rosel Wealth Management, LLC $630.2M · Highlands Ranch, CO+ Searle & Co. $629.9M · Greenwich, CT+ Brilliant Advice, LLC $569.5M · Cincinnati, OH+ Tallwoods Partners, LLC $569.4M · Chicago, IL
Barrington, IL
Chicago, IL
Foster City, CA
Assets under management$599.6M$638.1M$630.3M
Asset growth, last 2 years+37%+33%+25%
Advisory staff1644
Individual clients1,640324191
Assets per client$366K$2M$3.3M
Clients per advisor1038148
Main custodianAssetMarkSchwabSchwab
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio1643

From each firm's latest Form ADV (Mar 2026, Apr 2026, Aug 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.

ToolSequoia Wealth Management, LLCHemsley Advisors, LTD.Neumann Capital Management
Portfolio Management
Envestnet––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Sequoia Wealth Management, LLC: AssetMark, LPL Financial · Hemsley Advisors, LTD.: Schwab · Neumann Capital Management: Schwab