Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Solebury Asset Management LLC (swap one in):+ Halcyon Wealth Management, LLC $88.9M · Boulder, CO+ Santiago.life $88.8M · Fishers, IN+ Graf Financial, L.l.c. $80.3M · Baton Rouge, LA+ Personal Financial Advisors, Inc. $80.3M · Pickerington, OH
Minneapolis, MN
Pasadena, CA
Assets under management$84.5M$88.8M$88.8M
Asset growth, last 2 years––+2,719%
Advisory staff121
Individual clients14295133
Assets per client$595K$935K$667K
Clients per advisor14248133
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack–1–
People on Advicer.bio121

From each firm's latest Form ADV (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.

ToolSolebury Asset Management LLCS3, IncFavor Wealth Advisors, LLC
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Solebury Asset Management LLC: none listed · S3, Inc: none listed · Favor Wealth Advisors, LLC: Schwab