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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):+ Blankinship & Foster, LLC $939.5M · Solana Beach, CA+ Ascension Capital Advisors, Inc. $938.5M · Houston, TX+ Baron Wealth Management, LLC $846.8M · Troy, MI+ Barry Investment Advisors, LLC $846.8M · New Bedford, MA
Deerfield, IL
Northville, MI
Assets under management$891.5M$938.4M$937M
Asset growth, last 2 years+40%+31%+43%
Advisory staff2154
Individual clients1,766383582
Assets per client$505K$2.5M$1.6M
Clients per advisor8477146
Main custodian–Fidelity–
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack–13
People on Advicer.bio2553

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

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.Stonebrook Private LLC
Cash Management/Budgeting
Flourish––Uses it
Custodial Platform
Betterment Advisor Solutions––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Southland Equity Partners, LLC.: none listed · Roberts, Glore & Co.: Fidelity · Stonebrook Private LLC: none listed