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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+ Sound Financial, LLC $210.8M+ Traub Capital Management $210.8M · Needham, MA
Kennett Square, PA
Springfield, MO
Assets under management$222M$233.1M$210.8M
Asset growth, last 2 years+43%–+85%
Advisory staff335
Individual clients158225586
Assets per client$1.4M$1M$360K
Clients per advisor5375117
Main custodianSchwabFidelitySchwab
Filing with the SEC since202020242023
Tools in their stack12–
People on Advicer.bio335

From each firm's latest Form ADV (Mar 2026, Feb 2026, Apr 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 WealthWealthcare Asset Management, 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 · Wealthcare Asset Management, LLC: Schwab