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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 Severin Investments LLC (swap one in):+ Harborfront Financial Group $149M · Ludington, MI+ Brookline Wealth, LLC $149M · Austin, TX+ Big Sky Wealth Advisors, LLC $134.6M · Great Falls, MT+ Stonebridge Wealth Management, LLC $134.6M · Frisco, TX
St. Louis, MO
Kansas City, MO
Bellingham, WA
Assets under management$141.9M$149.8M$149.2M
Asset growth, last 2 years+26%+121%+18%
Advisory staff524
Individual clients233105243
Assets per client$609K$1.4M$614K
Clients per advisor475361
Main custodianFolioFidelitySchwab
Filing with the SEC since20202012 or earlier2022
Tools in their stack1–1
People on Advicer.bio725

From each firm's latest Form ADV (Mar 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.

ToolSeverin Investments LLCSonas Financial Group, Inc.Bellingham Capital
CRM
SS&C Black DiamondUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Severin Investments LLC: Folio, Schwab · Sonas Financial Group, Inc.: Fidelity · Bellingham Capital: Schwab