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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 Sjbenen Advisory, LLC (swap one in):+ Acima Private Wealth LLC $420.4M · Richmond, VA+ Exeter Financial, LLC $420.2M · Scottsdale, AZ+ Fortiter Wealth Management, LLC $379.9M · Houston, TX+ Optima Capital LLC $379.8M · Beaverton, OR
Auburn, NY
Tulsa, OK
Assets under management$399.9M$420.3M$379.9M
Asset growth, last 2 years+58%+28%+164%
Advisory staff226
Individual clients139544266
Assets per client$2.9M$773K$1.4M
Clients per advisor7027244
Main custodianInteractive BrokersSchwabSchwab
Filing with the SEC since202020132023
Tools in their stack–––
People on Advicer.bio227

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Sjbenen Advisory, LLC: Interactive Brokers, Schwab · Genesee Capital Advisors, LLC: Schwab · Burkholder Wealth Management: Schwab