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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
Houston, TX
Assets under management$760.2M$799.8M$718.4M
Asset growth, last 2 years+37%+21%+27%
Advisory staff10116
Individual clients1,173359200
Assets per client$648K$2.2M$3.6M
Clients per advisor1173333
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since201620192012 or earlier
Tools in their stack22–
People on Advicer.bio9105

From each firm's latest Form ADV (Apr 2026, Oct 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 LLCDoliver Advisors, L.p.
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Digital Marketing
Snappy KrakenUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Sfg Wealth Management: LPL Financial · Veracity Capital LLC: Fidelity · Doliver Advisors, L.p.: Schwab, Fidelity, Raymond James