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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 Legacy Group (swap one in):+ Bountiful Investment Management LLC $160.5M · Rumford, RI+ Kropog Financial Group, LLC $160.5M · Mandeville, LA+ Concord Atlantic, Inc. $145M+ Winnacle Wealth, LLC $145M · Waco, TX
Scottsdale, AZ
Denver, CO
Dallas, TX
Assets under management$152.7M$160.5M$145M
Asset growth, last 2 years+42%+25%–
Advisory staff211
Individual clients24172230
Assets per client$6.4M$933K$630K
Clients per advisor12172230
Main custodianSchwabLPL FinancialLPL Financial
Filing with the SEC since202120212024
Tools in their stack–––
People on Advicer.bio311

From each firm's latest Form ADV (Jan 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Sierra Legacy Group: Schwab · Collier Financial, Inc: LPL Financial · Bfi Wealth Solutions, LLC: LPL Financial