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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+ Central Pine Capital, LLC $332.4M · Cedarhurst, NY+ Kennon Financial $300M · Sarasota, FL+ Dovetail Financial Group LLC $298.9M · Wilmington, NC
Charlotte, NC
Fairfield, CA
Plymouth, MN
Assets under management$315.8M$331.9M$331.8M
Asset growth, last 2 years+44%–−19%
Advisory staff833
Individual clients190456246
Assets per client$1.7M$728K$1.3M
Clients per advisor2415282
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202120242012 or earlier
Tools in their stack221
People on Advicer.bio734

From each firm's latest Form ADV (Aug 2026, Feb 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 AdvisorsGen Financial Management Inc.
CRM
Envestnet Tamarac––Uses it
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 · Gen Financial Management Inc.: Schwab, Fidelity