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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 Sorensen Financial Management (swap one in):+ Krivacs Capital Management, LLC $18.5M · Denver, CO+ Rowen Capital Management, LLC $18.5M+ Roots First Wealth Management $16.6M · Highlands Ranch, CO+ Sobel Financial LLC $16.6M · Denver, CO
Denver, CO
Aurora, CO
Katy, TX
Assets under management$17.6M$18.5M$18.5M
Asset growth, last 2 years–––
Advisory staff112
Individual clients342969
Assets per client$517K$638K$268K
Clients per advisor342935
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–22
People on Advicer.bio122

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

ToolSorensen Financial ManagementTrinity WealthCris Capital, LTD.
CRM
Slant (Slant CRM)–Uses it–
Portfolio Management
FinFolio––Uses it
Website Builders
Squarespace–Uses itUses it