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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 Sharp Financial (swap one in):+ Rosecap Investment Advisors, LLC $527.5M · Grand Junction, CO+ Noble Family Wealth $527.5M · Clearwater, FL+ The Invictus Collective, LLC $476M · Park Ridge, IL+ Wimmer Associates LLC $475.9M · Pasadena, CA
Horsham, PA
York, PA
Chesterfield, MO
Assets under management$502.1M$533.4M$476.7M
Asset growth, last 2 years+65%+46%+42%
Advisory staff537
Individual clients178143604
Assets per client$2.8M$3.7M$789K
Clients per advisor364886
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since201720192018
Tools in their stack431
People on Advicer.bio6411

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

ToolSharp FinancialCollective Family Office, LLCMbm Wealth Consultants, LLC
CRM
HubSpotUses it––
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Sharp Financial: Schwab · Collective Family Office, LLC: Schwab · Mbm Wealth Consultants, LLC: LPL Financial