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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 Silverlake Wealth Management LLC (swap one in):+ Autopilot $892.4M · New York, NY+ Swisspartners Advisors $891.8M · Zurich+ Mayfair Advisory Group, LLC $806.4M · Birmingham, AL+ Droms Strauss Wealth Management $806.3M · St. Louis, MO
Williston, VT
Portland, ME
South Miami, FL
Assets under management$849.1M$891.8M$806.2M
Asset growth, last 2 years+75%+8%+24%
Advisory staff1165
Individual clients1,028423375
Assets per client$826K$2.1M$2.1M
Clients per advisor937175
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio976

From each firm's latest Form ADV (Jul 2026, Mar 2026, Jun 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.

ToolSilverlake Wealth Management LLCHeadinvestFirestone Capital Management Inc
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Silverlake Wealth Management LLC: Fidelity, Schwab · Headinvest: Schwab · Firestone Capital Management Inc: Schwab