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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):+ Central Pine Capital, LLC $332.4M · Cedarhurst, NY+ Gen Financial Management Inc. $331.8M · Plymouth, MN+ Kennon Financial $300M · Sarasota, FL+ Alliant Securities, Inc. Turner, Nord, Kienbaum $300M · Liberty Lake, WA
Charlotte, NC
Fairfield, CA
Wilmington, NC
Assets under management$315.8M$331.9M$298.9M
Asset growth, last 2 years+44%–+31%
Advisory staff833
Individual clients190456341
Assets per client$1.7M$728K$877K
Clients per advisor24152114
Main custodianSchwabLPL FinancialRaymond James
Filing with the SEC since202120242020
Tools in their stack222
People on Advicer.bio733

From each firm's latest Form ADV (Aug 2026, Feb 2026, Oct 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 AdvisorsDovetail Financial Group LLC
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Digital Marketing
Snappy Kraken–Uses itUses it
Email & Office Suites
Microsoft 365Uses it––
Schedule Apps
Calendly––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Sparta Wealth Partners: Schwab, Ira Club, Interactive Brokers · Solano Wealth Advisors: LPL Financial · Dovetail Financial Group LLC: Raymond James, Schwab