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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+ Black Barn Financial, LLC $164.6M · Austin, TX+ Compass Financial Group, Inc. $148.8M · Dublin, OH+ Wagner Wealth Management, Corp. $148.7M · Conyngham, PA
Richmond, VA
Germantown, TN
Assets under management$156.7M$164.5M$164.5M
Asset growth, last 2 years+15%+44%+21%
Advisory staff421
Individual clients11149566
Assets per client$1.4M$332K$2.5M
Clients per advisor2824866
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since202420172012 or earlier
Tools in their stack–––
People on Advicer.bio521

From each firm's latest Form ADV (Sep 2026, Mar 2026, Feb 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: Sima Wealth Partners, LLC: Schwab · Tcm: Raymond James · Pollock Planning Associates Inc: Schwab