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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 Sgl Investment Advisors, Inc. (swap one in):+ Harmony Asset Management LLC $462.5M · Scottsdale, AZ+ Envision Financial Planning, LLC $462.5M · Memphis, TN+ Aspect Partners, LLC $418.2M · Fairfax, VA+ Quantum Private Wealth, LLC $418M · Tampa, FL
Missoula, MT
San Diego, CA
Assets under management$440.3M$462.5M$462.8M
Asset growth, last 2 years+25%+85%+77%
Advisory staff685
Individual clients858849175
Assets per client$513K$545K$2.6M
Clients per advisor14310635
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20232021
Tools in their stack–22
People on Advicer.bio1586

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

ToolSgl Investment Advisors, Inc.Tidemark, LLCPlum Street Advisors, LLC
Schedule Apps
Calendly––Uses it
OnceHub–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Sgl Investment Advisors, Inc.: Schwab · Tidemark, LLC: LPL Financial · Plum Street Advisors, LLC: Schwab