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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 South Cove Financial, LLC (swap one in):+ Oak Financial Group Inc $177.2M+ Peterson Rogers Private Wealth, LLC $177.1M · Salt Lake City, UT+ Kensington Financial Advisors LLC $159.9M · Roseland, NJ+ Steady Returns $159.8M
Latham, NY
Lake Mary, FL
Assets under management$168.4M$177.1M$177M
Asset growth, last 2 years+30%+36%−11%
Advisory staff343
Individual clients208222413
Assets per client$810K$798K$429K
Clients per advisor6956138
Main custodianSchwabSchwabAustin Capital Trust Company, LLC
Filing with the SEC since202420172012 or earlier
Tools in their stack12–
People on Advicer.bio344

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

ToolSouth Cove Financial, LLCMarathon Mission, Inc.Familywealth Asset Management
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: South Cove Financial, LLC: Schwab · Marathon Mission, Inc.: Schwab · Familywealth Asset Management: Austin Capital Trust Company, LLC, Fidelity, Schwab