From each firm's latest Form ADV (Mar 2026, Sep 2026, Feb 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
Sonas Financial Group, Inc.
Applied Capital
Copia Wealth Management
Advisory staff
Sonas Financial Group, Inc.
Applied Capital
Copia Wealth Management
Individual clients
Sonas Financial Group, Inc.
Applied Capital
Copia Wealth Management
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: Sonas Financial Group, Inc.: Fidelity · Applied Capital: Schwab · Copia Wealth Management: Schwab
