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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+ Christian Financial Advisors $218.7M · New Braunfels, TX+ Capital Consulting & Asset Management $218.7M · Lincoln, NE
Scottsdale, AZ
Oro Valley, AZ
Excelsior, MN
Assets under management$230.3M$242M$242M
Asset growth, last 2 years+119%+73%+33%
Advisory staff441
Individual clients229155105
Assets per client$1M$1.6M$2.3M
Clients per advisor5739105
Main custodianSchwabPershingFidelity
Filing with the SEC since202320192012 or earlier
Tools in their stack––2
People on Advicer.bio441

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

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 ManagementExcelsior Investors
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Sl Capital: Schwab · Nrg Wealth Management: Pershing, RBC · Excelsior Investors: Fidelity, Schwab