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 Sherman Portfolios (swap one in):+ Scarborough Capital Management $1.64B · Annapolis, MD+ Buck Wealth Strategies, LLC $1.64B · Denver, CO+ Tsa Management Inc $1.48B · Glen Head, NY+ Kimelman & Baird, LLC $1.48B · New York, NY
Coeur D'alene, ID
St. Petersburg, FL
Memphis, TN
Assets under management$1.56B$1.64B$1.64B
Asset growth, last 2 years+669%+50%+21%
Advisory staff3167
Individual clients6,6521,044867
Assets per client$234K$1.6M$1.9M
Clients per advisor2,21765124
Main custodian–SchwabSchwab
Filing with the SEC since202220212012 or earlier
Tools in their stack3–1
People on Advicer.bio2167

From each firm's latest Form ADV (Sep 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.

ToolSherman PortfoliosArs Wealth AdvisorsSteel Grove Capital Advisors, LLC
CRM
HubSpotUses it––
SS&C Black Diamond––Uses it
Client File Sharing
DropboxUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Sherman Portfolios: none listed · Ars Wealth Advisors: Schwab · Steel Grove Capital Advisors, LLC: Schwab