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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 Sierra Capital LLC (swap one in):+ Slatestone Wealth LLC $1.76B · Jupiter, FL+ Accurate Wealth Management, LLC $1.71B · Wesley Chapel, FL+ Triad Wealth Partners, LLC $1.53B · Lawrence, KS+ Triune Financial Partners, LLC $1.52B · Overland Park, KS
Miami, FL
Tampa, FL
Memphis, TN
Assets under management$1.61B$1.73B$1.53B
Asset growth, last 2 years+13%−40%+11%
Advisory staff6146
Individual clients76127543
Assets per client$21.2M$13.6M$2.8M
Clients per advisor13991
Main custodianMorgan StanleySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–2
People on Advicer.bio7145

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

ToolSierra Capital LLCAgw Capital AdvisorsDelta Asset Management, LLC
Digital Marketing
Snappy Kraken––Uses it
Performance Reporting
AddeparUses it––
Portfolio Management
Orion––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Sierra Capital LLC: Morgan Stanley, Schwab, J.P. Morgan · Agw Capital Advisors: Schwab · Delta Asset Management, LLC: Schwab