Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Isthmus Partners, LLC $1.44B · Madison, WI+ Bay Colony Advisors $1.43B · Concord, MA+ Baldwin Investment Management, LLC $1.3B · West Conshohocken, PA+ Arbor Investment Advisors $1.29B · Winston Salem, NC
Winston Salem, NC
Deerfield, IL
Raleigh, NC
Assets under management$1.37B$1.44B$1.29B
Asset growth, last 2 years+28%+24%+16%
Advisory staff1159
Individual clients382200516
Assets per client$3.6M$7.2M$2.5M
Clients per advisor354057
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack1–2
People on Advicer.bio10510

From each firm's latest Form ADV (Mar 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.

ToolSheets Smith Wealth ManagementParkside Investments, LLCTriangle Wealth Management
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
OrionUses it––
Website Builders
Squarespace––Uses it

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