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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 Sfg Wealth Management (swap one in):+ Financial Focus LLC $800M · Carlsbad, CA+ Carolina Wealth Management, Inc. $798.5M · Greenville, NC+ Materetsky Financial Group $720.8M · Boynton Beach, FL+ Rs Crum Inc. $720.7M · Newport Beach, CA
Towson, MD
Atlanta, GA
Morton, IL
Assets under management$760.2M$799.8M$800M
Asset growth, last 2 years+37%+21%+95%
Advisory staff101115
Individual clients1,1733591,897
Assets per client$648K$2.2M$422K
Clients per advisor11733126
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since201620192019
Tools in their stack226
People on Advicer.bio91023

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

ToolSfg Wealth ManagementVeracity Capital LLCCreekmur Asset Management, LLC
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
LPL Financial (ClientWorks)Uses it––
Wealthscape (Fidelity)––Uses it
Client Data Gathering
Jotform––Uses it
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Sfg Wealth Management: LPL Financial · Veracity Capital LLC: Fidelity · Creekmur Asset Management, LLC: Schwab, Fidelity