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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 Sound Financial, LLC (swap one in):+ Avantra Family Wealth, Inc. $221.6M · Mechanicsburg, PA+ Lynx Advisory Partners $221.4M · Coral Gables, FL+ Weingarten Associates, L.l.c. $200.3M · Lawrenceville, NJ+ Mh & Associates Securities Management Corporation $200.2M · Carlsbad, CA
Naples, FL
Mt Pleasant, SC
Assets under management$210.8M$221.4M$221.4M
Asset growth, last 2 years+48%+35%+47%
Advisory staff722
Individual clients2485888
Assets per client$850K$3.8M$2.5M
Clients per advisor352944
Main custodianBetterment SecuritiesSchwabRaymond James
Filing with the SEC since202220142020
Tools in their stack–2–
People on Advicer.bio522

From each firm's latest Form ADV (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.

ToolSound Financial, LLCRiverglades Family Offices, LLCCarroll Investors, Inc.
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Sound Financial, LLC: Betterment Securities · Riverglades Family Offices, LLC: Schwab · Carroll Investors, Inc.: Raymond James