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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 Sheets Smith Wealth Management (swap one in):+ Rhame & Gorrell Wealth Management $1.44B · The Woodlands, TX+ Isthmus Partners, LLC $1.44B · Madison, WI+ Triangle Wealth Management $1.29B · Raleigh, NC+ Arbor Investment Advisors $1.29B · Winston Salem, NC
Winston Salem, NC
Deerfield, IL
Concord, MA
Assets under management$1.37B$1.44B$1.43B
Asset growth, last 2 years+28%+24%+34%
Advisory staff11530
Individual clients3822002,650
Assets per client$3.6M$7.2M$541K
Clients per advisor354088
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20162016
Tools in their stack1–1
People on Advicer.bio10528

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

ToolSheets Smith Wealth ManagementParkside Investments, LLCBay Colony Advisors
Portfolio Management
OrionUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Sheets Smith Wealth Management: Schwab, Wells Fargo, Fifth Third Securities, Inc., U.S. Bank · Parkside Investments, LLC: Fidelity · Bay Colony Advisors: Fidelity