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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 Sharpepoint, LLC (swap one in):+ St. Louis Financial Planners Asset Management, LLC $234M · Chesterfield, MO+ Delta Financial Advisors, Inc $234M · Kensington, MD+ Rossjohnson & Associates, LLC $211.6M · Plymouth, MN+ Diamant Asset Management, Inc. $211.5M · Ridgefield, CT
Phoenix, AZ
Colorado Springs, CO
Suwanee, GA
Assets under management$222.8M$234M$234M
Asset growth, last 2 years+51%+65%+57%
Advisory staff348
Individual clients479261265
Assets per client$465K$897K$883K
Clients per advisor1606533
Main custodianSchwabSchwab–
Filing with the SEC since201720172017
Tools in their stack121
People on Advicer.bio345

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

ToolSharpepoint, LLCBonfire Financial, LLCLegacy Planning Advisors, LLC
Portfolio Management
Envestnet––Uses it
OrionUses it––
Planning Light
Advyzon–Uses it–
Schedule Apps
OnceHub–Uses it–

Custodians on Form ADV: Sharpepoint, LLC: Schwab · Bonfire Financial, LLC: Schwab · Legacy Planning Advisors, LLC: none listed