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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):+ Legacy Planning Advisors, LLC $234M · Suwanee, GA+ Delta Financial Advisors, Inc $234M · Kensington, MD+ Diamant Asset Management, Inc. $211.5M · Ridgefield, CT+ Silver Lake Capital Partners $211.5M · Dallas, TX
Phoenix, AZ
Colorado Springs, CO
Plymouth, MN
Assets under management$222.8M$234M$211.6M
Asset growth, last 2 years+51%+65%+41%
Advisory staff343
Individual clients479261272
Assets per client$465K$897K$778K
Clients per advisor1606591
Main custodianSchwabSchwabSEI
Filing with the SEC since201720172018
Tools in their stack12–
People on Advicer.bio344

From each firm's latest Form ADV (Apr 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.

ToolSharpepoint, LLCBonfire Financial, LLCRossjohnson & Associates, LLC
Planning Light
Advyzon–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
OnceHub–Uses it–

Custodians on Form ADV: Sharpepoint, LLC: Schwab · Bonfire Financial, LLC: Schwab · Rossjohnson & Associates, LLC: SEI