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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 Sila Financial, LLC (swap one in):+ Open Source Investments, LLC $130.7M+ Weinstat Wealth Management, Inc. $130.7M+ Cs Advisors Inc. $118M · Boca Raton, FL+ Ark Wealth Advisors, LLC $118M · Yorba Linda, CA
Cincinnati, OH
Assets under management$124.3M$130.6M$130.6M
Asset growth, last 2 years+99%−28%+3%
Advisory staff112
Individual clients10067175
Assets per client$1.2M$1.9M$746K
Clients per advisor1006788
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020192012 or earlier
Tools in their stack–11
People on Advicer.bio3–3

From each firm's latest Form ADV (Feb 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.

ToolSila Financial, LLCFirst Growth Capital LLCMench Financial Inc
Digital Marketing
Snappy Kraken––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Sila Financial, LLC: Schwab · First Growth Capital LLC: Schwab · Mench Financial Inc: Schwab