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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+ Delta Asset Management, LLC $1.53B · Memphis, TN+ Triune Financial Partners, LLC $1.52B · Overland Park, KS
Miami, FL
Tampa, FL
Lawrence, KS
Assets under management$1.61B$1.73B$1.53B
Asset growth, last 2 years+13%−40%+895%
Advisory staff61433
Individual clients761273,896
Assets per client$21.2M$13.6M$392K
Clients per advisor139118
Main custodianMorgan StanleySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack2––
People on Advicer.bio71450

From each firm's latest Form ADV (Jun 2026, Mar 2026, Oct 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 AdvisorsTriad Wealth Partners, LLC
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 · Triad Wealth Partners, LLC: Schwab