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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 Sowa Financial Group (swap one in):+ Palumbo Wealth Management LLC $543.4M · Great Neck, NY+ Headwater Investment Consulting,Inc. $543M · Mcminnville, OR+ Maryland Capital Advisors, Inc. $490.8M · Chester, MD+ Brown, Lisle/Cummings, Inc $487.3M · Providence, RI
Lincoln, RI
Chicago, IL
North Kansas City, MO
Assets under management$517M$543.2M$543.2M
Asset growth, last 2 years+66%+59%+30%
Advisory staff3210
Individual clients57296383
Assets per client$904K$5.7M$1.4M
Clients per advisor1914838
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–13
People on Advicer.bio3211

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

ToolSowa Financial GroupFountainhead Financial, LLCProsperity Planning
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Sowa Financial Group: Fidelity · Fountainhead Financial, LLC: Schwab · Prosperity Planning: Fidelity