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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 Sora Wealth, LLC (swap one in):+ Parke Investment Management, Inc. $31.4M+ Snc Wealth Management LLC $31.4M+ Gateway Capital Management $28.4M+ Blackwatch Financial Group, LLC $28.3M · Lisle, IL
Lincolnwood, IL
San Francisco, CA
Assets under management$29.9M$31.4M$28.4M
Asset growth, last 2 years–––
Advisory staff112
Individual clients281716
Assets per client$1.1M$1.8M$1.8M
Clients per advisor28178
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–22
People on Advicer.bio1–2

From each firm's latest Form ADV (Oct 2026, Jul 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.

ToolSora Wealth, LLCGrounded WealthRubric Advisors LLC
CRM
HubSpot–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Blueleaf––Uses it
Schedule Apps
Calendly––Uses it