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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+ Dovetail Financial Group LLC $298.9M · Wilmington, NC
Charlotte, NC
Fairfield, CA
Modesto, CA
Assets under management$315.8M$331.9M$332.4M
Asset growth, last 2 years+44%–+50%
Advisory staff832
Individual clients190456988
Assets per client$1.7M$728K$336K
Clients per advisor24152494
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202120242021
Tools in their stack22–
People on Advicer.bio733

From each firm's latest Form ADV (Aug 2026, Feb 2026, Jun 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 AdvisorsOliveira Wealth
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 · Oliveira Wealth: Schwab