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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 Sterling Capital Management Inc (swap one in):+ Topel & Distasi Wealth Management, LLC $312.1M · Berkeley, CA+ Monere Wealth Management, Inc. $312M · Schaumburg, IL+ Peloton Capital Management $282M · Indianapolis, IN+ Hms Investment Advisors $281.9M · Nashville, TN
Brookfield, WI
San Antonio, TX
Plano, TX
Assets under management$296.9M$311.9M$311.9M
Asset growth, last 2 years+69%+63%+196%
Advisory staff342
Individual clients33334975
Assets per client$892K$894K$4.2M
Clients per advisor1118738
Main custodian––Schwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack––3
People on Advicer.bio242

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

ToolSterling Capital Management IncGlass Wealth Management Co., LLCNfwm
CRM
Envestnet Tamarac––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Sterling Capital Management Inc: none listed · Glass Wealth Management Co., LLC: none listed · Nfwm: Schwab, Fidelity