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.

Sonas Financial Planning
Tax & Financial Management
Couture Financial Inc.

	Sonas Financial Planning Atlanta, GA	Tax & Financial Management Atlanta, GA	Couture Financial Inc. Sarasota, FL
Assets under management	$28.6M	$30M	$30M
Asset growth, last 2 years	–	–	+20%
Advisory staff	1	1	2
Individual clients	27	25	46
Assets per client	$1.1M	$1.2M	$652K
Clients per advisor	27	25	23
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2012 or earlier
Tools in their stack	5	–	–
People on Advicer.bio	1	1	1

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