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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 Sl Capital (swap one in):+ Sanchez & Zures, LLC $241.9M · Mclean, VA+ Revolution Capital, LLC $241.9M · Omaha, NE+ Capital Consulting & Asset Management $218.7M · Lincoln, NE+ Griffith & Werner, Inc. $218.6M · Canton, GA
Scottsdale, AZ
Oro Valley, AZ
New Braunfels, TX
Assets under management$230.3M$242M$218.7M
Asset growth, last 2 years+119%+73%+57%
Advisory staff445
Individual clients229155479
Assets per client$1M$1.6M$457K
Clients per advisor573996
Main custodianSchwabPershingSchwab
Filing with the SEC since202320192021
Tools in their stack––3
People on Advicer.bio446

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

ToolSl CapitalNrg Wealth ManagementChristian Financial Advisors
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Sl Capital: Schwab · Nrg Wealth Management: Pershing, RBC · Christian Financial Advisors: Schwab