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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):+ Astra Wealth Partners $268.4M · Jersey City, NJ+ Sage Investment Advisers LLC $268.4M · Wappingers Falls, NY+ Blalock Williams, LLC $242.6M · Alexander City, AL+ Chiron Capital Management, LLC $242.6M · Tallahassee, FL
Tualatin, OR
Spokane, WA
State College, PA
Assets under management$255.5M$268.4M$268.3M
Asset growth, last 2 years+21%−24%+41%
Advisory staff412
Individual clients1401,453266
Assets per client$1.8M$185K$1M
Clients per advisor351,453133
Main custodian–LPL FinancialFidelity
Filing with the SEC since2012 or earlier20212020
Tools in their stack–––
People on Advicer.bio413

From each firm's latest Form ADV (Apr 2026, Jan 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Sound Investment Management Inc: none listed · Jmk & Associates, LLC: LPL Financial · Invested Advisors: Fidelity