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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 Sonas Financial Group, Inc. (swap one in):+ Copia Wealth Management $157.5M · Bend, OR+ Peck Wealth Management, LLC $157.4M+ Ltg Capital LLC $142.2M · Framingham, MA+ Severin Investments LLC $141.9M · St. Louis, MO
Kansas City, MO
Griffin, GA
Assets under management$149.8M$157.4M$157.5M
Asset growth, last 2 years+121%+41%+27%
Advisory staff224
Individual clients105264514
Assets per client$1.4M$596K$306K
Clients per advisor53132129
Main custodianFidelitySchwabSEI
Filing with the SEC since2012 or earlier20212023
Tools in their stack––3
People on Advicer.bio224

From each firm's latest Form ADV (Mar 2026, Sep 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.

ToolSonas Financial Group, Inc.Applied CapitalGeorgia Wealth Partners, LLC
Digital Marketing
AdvisorStream––Uses it
Snappy Kraken––Uses it
Custodial Platform
SEI––Uses it

Custodians on Form ADV: Sonas Financial Group, Inc.: Fidelity · Applied Capital: Schwab · Georgia Wealth Partners, LLC: SEI