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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 Sparta Wealth Partners (swap one in):+ Oliveira Wealth $332.4M · Modesto, CA+ Gen Financial Management Inc. $331.8M · Plymouth, MN+ Kennon Financial $300M · Sarasota, FL+ Dovetail Financial Group LLC $298.9M · Wilmington, NC
Charlotte, NC
Fairfield, CA
Cedarhurst, NY
Assets under management$315.8M$331.9M$332.4M
Asset growth, last 2 years+44%–+113%
Advisory staff833
Individual clients19045630
Assets per client$1.7M$728K$11.1M
Clients per advisor2415210
Main custodianSchwabLPL Financial–
Filing with the SEC since202120242022
Tools in their stack22–
People on Advicer.bio73–

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

ToolSparta Wealth PartnersSolano Wealth AdvisorsCentral Pine Capital, LLC
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Email & Office Suites
Microsoft 365Uses it––
Website Builders
WixUses it––

Custodians on Form ADV: Sparta Wealth Partners: Schwab, Ira Club, Interactive Brokers · Solano Wealth Advisors: LPL Financial · Central Pine Capital, LLC: none listed