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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 Investment Management Inc (swap one in):+ Sage Investment Advisers LLC $268.4M · Wappingers Falls, NY+ Invested Advisors $268.3M · State College, PA+ Chiron Capital Management, LLC $242.6M · Tallahassee, FL+ Cladis Investment Advisory LLC $242.6M · Billings, MT
Tualatin, OR
Spokane, WA
Alexander City, AL
Assets under management$255.5M$268.4M$242.6M
Asset growth, last 2 years+21%−24%+130%
Advisory staff412
Individual clients1401,453245
Assets per client$1.8M$185K$990K
Clients per advisor351,453123
Main custodian–LPL FinancialSchwab
Filing with the SEC since2012 or earlier20212024
Tools in their stack––4
People on Advicer.bio412

From each firm's latest Form ADV (Apr 2026, Jan 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 Investment Management IncJmk & Associates, LLCBlalock Williams, LLC
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
CRM
SS&C Black Diamond––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Sound Investment Management Inc: none listed · Jmk & Associates, LLC: LPL Financial · Blalock Williams, LLC: Schwab, Pershing