Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Triad Wealth Partners, LLC $1.53B · Lawrence, KS
Miami, FL
Tampa, FL
Overland Park, KS
Assets under management$1.61B$1.73B$1.52B
Asset growth, last 2 years+13%−40%+62%
Advisory staff61411
Individual clients76127770
Assets per client$21.2M$13.6M$2M
Clients per advisor13970
Main custodianMorgan StanleySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–4
People on Advicer.bio71416

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 AdvisorsTriune Financial Partners, LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Performance Reporting
AddeparUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Sierra Capital LLC: Morgan Stanley, Schwab, J.P. Morgan · Agw Capital Advisors: Schwab · Triune Financial Partners, LLC: Schwab, Fidelity