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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):+ Ironwood Wealth Management, Inc. $233.1M · Hurricane, WV+ We Alliance Wealth Advisors, Inc. $233.1M · Roseville, CA+ Traub Capital Management $210.8M · Needham, MA+ Wealthcare Asset Management, LLC $210.8M · Springfield, MO
Kennett Square, PA
Assets under management$222M$233.1M$210.8M
Asset growth, last 2 years+43%–+48%
Advisory staff337
Individual clients158225248
Assets per client$1.4M$1M$850K
Clients per advisor537535
Main custodianSchwabFidelityBetterment Securities
Filing with the SEC since202020242022
Tools in their stack12–
People on Advicer.bio335

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

ToolSincerus AdvisoryHolos Integrated WealthSound Financial, LLC
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Sincerus Advisory: Schwab · Holos Integrated Wealth: Fidelity · Sound Financial, LLC: Betterment Securities