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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):+ Accurate Wealth Management, LLC $1.71B · Wesley Chapel, FL+ Cra Financial Services, L.l.c. $1.69B · Northfield, NJ+ Delta Asset Management, LLC $1.53B · Memphis, TN+ Triad Wealth Partners, LLC $1.53B · Lawrence, KS
Miami, FL
Tampa, FL
Jupiter, FL
Assets under management$1.61B$1.73B$1.76B
Asset growth, last 2 years+13%−40%+29%
Advisory staff61419
Individual clients76127558
Assets per client$21.2M$13.6M$3.2M
Clients per advisor13929
Main custodianMorgan StanleySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack2–3
People on Advicer.bio71417

From each firm's latest Form ADV (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.

ToolSierra Capital LLCAgw Capital AdvisorsSlatestone Wealth LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
AddeparUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Sierra Capital LLC: Morgan Stanley, Schwab, J.P. Morgan · Agw Capital Advisors: Schwab · Slatestone Wealth LLC: Schwab, RBC