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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 Sphinx Investments LLC (swap one in):+ Sutro Advisors $48.5M+ Aventura Capital Management, LLC $48.4M · Boca Raton, FL+ Busbee Wealth Advisors LLC $43.8M · Cedar Rapids, IA+ Hussmen Financial $43.8M · Midlothian, VA
Santa Ana, CA
Assets under management$46.1M$48.4M$43.8M
Asset growth, last 2 years–––
Advisory staff211
Individual clients1256252
Assets per client$369K$781K$842K
Clients per advisor636252
Main custodian–––
Filing with the SEC since202320262026
Tools in their stack–1–
People on Advicer.bio211

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

ToolSphinx Investments LLCCaris Investment PartnersSector Logic, LP
Website Builders
Wix–Uses it–