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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 Sobitz Financial Group, LLC (swap one in):+ B & B Financial Planning Co., Inc. $93.1M · O'fallon, MO+ Ironwood Wealth Advisors, LLC $93.1M · Scottsdale, AZ+ Signature Resources LLC $84.2M+ Complete Advisors $84.2M · Valley Stream, NY
Uniontown, OH
Woodmere, OH
Walnut Creek, CA
Assets under management$88.7M$93.5M$93.2M
Asset growth, last 2 years––+136%
Advisory staff311
Individual clients19811935
Assets per client$448K$786K$2.7M
Clients per advisor6611935
Main custodian––Schwab
Filing with the SEC since202620262019
Tools in their stack–4–
People on Advicer.bio311

From each firm's latest Form ADV (May 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

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.

ToolSobitz Financial Group, LLCTranscend WealthOrderly Finance
CRM
HubSpot–Uses it–
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–

Custodians on Form ADV: Sobitz Financial Group, LLC: none listed · Transcend Wealth: none listed · Orderly Finance: Schwab