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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 Stewardship, LLC (swap one in):+ Gatepass Capital, LLC $299.1M · Independence, OH+ Physician Wealth Solutions $298.9M+ Corps Capital Advisors, LLC $270.3M · Southlake, TX+ Sage Financial Advisors Inc. $270.3M · Scottsdale, AZ
Overland Park, KS
Wilmington, NC
Houston, TX
Assets under management$284.6M$298.9M$270.4M
Asset growth, last 2 years+31%+31%+49%
Advisory staff8313
Individual clients190341673
Assets per client$1.5M$877K$402K
Clients per advisor2411452
Main custodianFidelityRaymond JamesSchwab
Filing with the SEC since201720202022
Tools in their stack12–
People on Advicer.bio9315

From each firm's latest Form ADV (Mar 2026, Oct 2026, Feb 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 Stewardship, LLCDovetail Financial Group LLCProta Financial
CRM
Envestnet TamaracUses it––
Digital Marketing
Snappy Kraken–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Sound Stewardship, LLC: Fidelity, Schwab · Dovetail Financial Group LLC: Raymond James, Schwab · Prota Financial: Schwab