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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 Sima Wealth Partners, LLC (swap one in):+ Sage Investment Counsel $164.6M · Franklin, TN+ Pollock Planning Associates Inc $164.5M+ Compass Financial Group, Inc. $148.8M · Dublin, OH+ Wagner Wealth Management, Corp. $148.7M · Conyngham, PA
Richmond, VA
Germantown, TN
Austin, TX
Assets under management$156.7M$164.5M$164.6M
Asset growth, last 2 years+15%+44%–
Advisory staff424
Individual clients111495152
Assets per client$1.4M$332K$1.1M
Clients per advisor2824838
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since202420172024
Tools in their stack––3
People on Advicer.bio525

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

ToolSima Wealth Partners, LLCTcmBlack Barn Financial, LLC
Digital Marketing
Mailchimp––Uses it
Portfolio Management
Blueleaf––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Sima Wealth Partners, LLC: Schwab · Tcm: Raymond James · Black Barn Financial, LLC: Schwab