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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):+ Cfig Investment Advisory Services, LLC $31.4M · Westport, CT+ Parke Investment Management, Inc. $31.4M+ Gateway Capital Management $28.4M+ Blackwatch Financial Group, LLC $28.3M · Lisle, IL
Lincolnwood, IL
Assets under management$29.9M$31.4M$31.4M
Asset growth, last 2 years––+65%
Advisory staff111
Individual clients281750
Assets per client$1.1M$1.8M$627K
Clients per advisor281750
Main custodian–––
Filing with the SEC since202620262022
Tools in their stack–2–
People on Advicer.bio1–1

From each firm's latest Form ADV (Oct 2026, Jul 2026, Mar 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 WealthSnc Wealth Management LLC
CRM
HubSpot–Uses it–
Financial Planning
eMoney–Uses it–