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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+ Bfi Wealth Solutions, LLC $145M · Dallas, TX+ Concord Atlantic, Inc. $145M
Scottsdale, AZ
Denver, CO
Waco, TX
Assets under management$152.7M$160.5M$145M
Asset growth, last 2 years+42%+25%+44%
Advisory staff215
Individual clients24172385
Assets per client$6.4M$933K$377K
Clients per advisor1217277
Main custodianSchwabLPL FinancialAltruist
Filing with the SEC since202120212024
Tools in their stack––1
People on Advicer.bio316

From each firm's latest Form ADV (Jan 2026, Mar 2026, May 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 Legacy GroupCollier Financial, IncWinnacle Wealth, LLC
Schedule Apps
Calendly––Uses it

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