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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 Southbridge Advisors, LLC (swap one in):+ Orion Capital Management LLC $370.9M · Coronado, CA+ Macro Advisors, Inc. $370.9M · York, PA+ Personal Financial Profiles Inc $335.3M · Coral Springs, FL+ Baer Wealth Management $334.7M · Marietta, GA
Marieta, GA
Denver, CO
Assets under management$353.1M$370.8M$370.8M
Asset growth, last 2 years+17%+28%+62%
Advisory staff624
Individual clients201140254
Assets per client$1.8M$2.6M$1.5M
Clients per advisor347064
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2021
Tools in their stack––28
People on Advicer.bio623

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

ToolSouthbridge Advisors, LLCHelm Investment Management, LLCArcher Investment Management
Advisor Lead Gen
Fee-Only Network––Uses it
Wealthtender––Uses it
Client Data Gathering
Jotform––Uses it
TaxStatus––Uses it
Held-Away Assets
Absolute Capital––Uses it
Pontera––Uses it
Tax Planning
Holistiplan––Uses it
Wealth.com––Uses it
Advisory Fee Billing
RightPay––Uses it
Behavior Assessments
knomee––Uses it
Cash Management/Budgeting
Monarch––Uses it
Client File Sharing
ShareFile––Uses it
Client Meeting Support
Jump––Uses it
Client Portal
Fynancial––Uses it
Client Texting
MyRepChat––Uses it
Communications Archiving/Monitoring
Message Watcher––Uses it
CRM
Wealthbox––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Education Planning
College Aid Pro––Uses it
Equity Compensation
StockOpter––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Liability Planning
Sora Financial––Uses it
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Real Estate Planning
Zilculator––Uses it
Schedule Apps
Calendly––Uses it
TAMP
GeoWealth––Uses it

Custodians on Form ADV: Southbridge Advisors, LLC: Schwab, John Hancock Investment Management Distributors LLC, Nationwide Investment Services Corporation, Mutual of Omaha Investor Services, Inc. · Helm Investment Management, LLC: Schwab · Archer Investment Management: Schwab