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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+ Ironwood Wealth Management, Inc. $233.1M · Hurricane, WV+ Sound Financial, LLC $210.8M+ Traub Capital Management $210.8M · Needham, MA
Kennett Square, PA
Roseville, CA
Assets under management$222M$233.1M$233.1M
Asset growth, last 2 years+43%–+18%
Advisory staff333
Individual clients158225265
Assets per client$1.4M$1M$880K
Clients per advisor537588
Main custodianSchwabFidelityEquity Trust Company
Filing with the SEC since202020242018
Tools in their stack123
People on Advicer.bio333

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 WealthWe Alliance Wealth Advisors, Inc.
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Client File Sharing
FutureVault––Uses it
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoneyUses it––
Performance Reporting
Orion––Uses it

Custodians on Form ADV: Sincerus Advisory: Schwab · Holos Integrated Wealth: Fidelity · We Alliance Wealth Advisors, Inc.: Equity Trust Company, Fidelity, Mainstar Trust, Schwab