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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 Sherwood Investments (swap one in):+ Whealth Advisors $88.3M · Red Bank, NJ+ Park + Elm Investment Advisers $88.2M · Carmel, IN+ Coral Reef Advisors LLC $79.8M · Ponte Vedra Beach, FL+ Verona Capital Management LLC $79.8M
Santa Barbara, CA
Assets under management$84M$88.3M$79.7M
Asset growth, last 2 years+180%––
Advisory staff111
Individual clients411047
Assets per client$2M$8.8M$1.7M
Clients per advisor411047
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––3
People on Advicer.bio111

From each firm's latest Form ADV (Jun 2026, Apr 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

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.

ToolSherwood InvestmentsCogent Capital GroupSumma Capital Management LLC
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp––Uses it
Planning Light
Advyzon––Uses it