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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 Sherman Portfolios (swap one in):+ Buck Wealth Strategies, LLC $1.64B · Denver, CO+ Steel Grove Capital Advisors, LLC $1.64B · Memphis, TN+ Kimelman & Baird, LLC $1.48B · New York, NY+ Sargent Investment Group $1.48B · Bethesda, MD
Coeur D'alene, ID
St. Petersburg, FL
Glen Head, NY
Assets under management$1.56B$1.64B$1.48B
Asset growth, last 2 years+669%+50%+33%
Advisory staff3165
Individual clients6,6521,0442,566
Assets per client$234K$1.6M$576K
Clients per advisor2,21765513
Main custodian–Schwab–
Filing with the SEC since202220212012 or earlier
Tools in their stack3–4
People on Advicer.bio21630

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 AdvisorsTsa Management Inc
Client File Sharing
DropboxUses it––
CRM
HubSpotUses it––
Custodial Platform
NetX360 (Pershing)––Uses it
Digital Onboarding
Marstone––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Sherman Portfolios: none listed · Ars Wealth Advisors: Schwab · Tsa Management Inc: none listed