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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 Southland Equity Partners, LLC. (swap one in):+ Ascension Capital Advisors, Inc. $938.5M · Houston, TX+ Stonebrook Private LLC $937M · Northville, MI+ Baron Wealth Management, LLC $846.8M · Troy, MI+ Barry Investment Advisors, LLC $846.8M · New Bedford, MA
Deerfield, IL
Solana Beach, CA
Assets under management$891.5M$938.4M$939.5M
Asset growth, last 2 years+40%+31%+36%
Advisory staff2159
Individual clients1,766383284
Assets per client$505K$2.5M$3.3M
Clients per advisor847732
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio25510

From each firm's latest Form ADV (Jul 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.

ToolSouthland Equity Partners, LLC.Roberts, Glore & Co.Blankinship & Foster, LLC
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Southland Equity Partners, LLC.: none listed · Roberts, Glore & Co.: Fidelity · Blankinship & Foster, LLC: Schwab