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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 Sieben Wealth Planning LLC (swap one in):+ Kensington Financial Group, Inc. $169.5M · Winston-Salem, NC+ Cedar Spring Advisors, LLC $169.4M+ Financial Legacy Management, Nc. $153.1M · Little Rock, AR+ Stewardship Wealth Management Solutions $153.1M · Huntington Beach, CA
Los Angeles, CA
Doylestown, PA
Assets under management$161.2M$169.4M$153.1M
Asset growth, last 2 years+29%–+316%
Advisory staff263
Individual clients86170133
Assets per client$1.9M$997K$1.2M
Clients per advisor432844
Main custodianFidelity–Schwab
Filing with the SEC since202120262018
Tools in their stack432
People on Advicer.bio273

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

ToolSieben Wealth Planning LLCAvise FinancialAventine Financial Group
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)Uses it––
Client File Sharing
BoxUses it––
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Calendly–Uses itUses it
Video Meetings & Messaging
ZoomUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Sieben Wealth Planning LLC: Fidelity · Avise Financial: none listed · Aventine Financial Group: Schwab