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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):+ Cura Wealth Advisors, LLC $527.7M · Chicago, IL+ Noble Family Wealth $527.5M · Clearwater, FL+ Mbm Wealth Consultants, LLC $476.7M · Chesterfield, MO+ The Invictus Collective, LLC $476M · Park Ridge, IL
Horsham, PA
York, PA
Grand Junction, CO
Assets under management$502.1M$533.4M$527.5M
Asset growth, last 2 years+65%+46%+46%
Advisory staff536
Individual clients178143721
Assets per client$2.8M$3.7M$732K
Clients per advisor3648120
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720192020
Tools in their stack431
People on Advicer.bio643

From each firm's latest Form ADV (Sep 2026, Jul 2026, Mar 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, LLCRosecap Investment Advisors, LLC
CRM
SS&C Black DiamondUses it–Uses it
HubSpotUses it––
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Sharp Financial: Schwab · Collective Family Office, LLC: Schwab · Rosecap Investment Advisors, LLC: Schwab