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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+ Georgia Wealth Partners, LLC $157.5M · Griffin, GA+ Ltg Capital LLC $142.2M · Framingham, MA+ Severin Investments LLC $141.9M · St. Louis, MO
Kansas City, MO
Assets under management$149.8M$157.4M$157.4M
Asset growth, last 2 years+121%+41%+38%
Advisory staff222
Individual clients10526458
Assets per client$1.4M$596K$2.7M
Clients per advisor5313229
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack––1
People on Advicer.bio22–

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 CapitalPeck Wealth Management, LLC
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Sonas Financial Group, Inc.: Fidelity · Applied Capital: Schwab · Peck Wealth Management, LLC: Schwab