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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 Sincerus Advisory (swap one in):+ Aspirean Wealth, LLC $233.2M · Mill Valley, CA+ We Alliance Wealth Advisors, Inc. $233.1M · Roseville, CA+ Sound Financial, LLC $210.8M+ Traub Capital Management $210.8M · Needham, MA
Kennett Square, PA
Hurricane, WV
Assets under management$222M$233.1M$233.1M
Asset growth, last 2 years+43%–+21%
Advisory staff333
Individual clients158225276
Assets per client$1.4M$1M$845K
Clients per advisor537592
Main custodianSchwabFidelitySchwab
Filing with the SEC since202020242012 or earlier
Tools in their stack122
People on Advicer.bio333

From each firm's latest Form ADV (Mar 2026, Feb 2026, Oct 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.

ToolSincerus AdvisoryHolos Integrated WealthIronwood Wealth Management, Inc.
CRM
Envestnet Tamarac––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Sincerus Advisory: Schwab · Holos Integrated Wealth: Fidelity · Ironwood Wealth Management, Inc.: Schwab