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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):+ Excelsior Investors $242M · Excelsior, MN+ 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
Mclean, VA
Assets under management$230.3M$242M$241.9M
Asset growth, last 2 years+119%+73%+38%
Advisory staff442
Individual clients229155142
Assets per client$1M$1.6M$1.7M
Clients per advisor573971
Main custodianSchwabPershingSchwab
Filing with the SEC since202320192018
Tools in their stack–––
People on Advicer.bio442

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

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

Custodians on Form ADV: Sl Capital: Schwab · Nrg Wealth Management: Pershing, RBC · Sanchez & Zures, LLC: Schwab