Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Sowell Management (swap one in):+ The Pacific Financial Group, Inc. $5.07B · Nashville, TN+ Wellspring Family Office $5.06B · Cleveland, OH+ Wharton Business Group, LLC $4.57B · Malvern, PA+ Franklin Street Advisors Inc. $4.53B · Chapel Hill, NC
North Little Rock, AR
Irvine, CA
San Francisco, CA
Assets under management$4.81B$5.06B$5.09B
Asset growth, last 2 years+44%−4%+96%
Advisory staff942829
Individual clients6,2801,0531,019
Assets per client$766K$4.8M$5M
Clients per advisor673835
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack121
People on Advicer.bio1062935

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

ToolSowell ManagementFirst Foundation AdvisorsBakeravenue
CRM
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Sowell Management: Fidelity, Schwab · First Foundation Advisors: Schwab · Bakeravenue: Fidelity, Schwab