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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 Financial Planning Inc (swap one in):+ Laffer Tengler Investments, Inc. $800.1M · Nashville, TN+ Creekmur Asset Management, LLC $800M · Morton, IL+ Clear Creek Advisors $722.5M · Denver, CO+ Wealth Management Associates, Inc. $717.4M · Cherry Hill, NJ
Sparta, NJ
Carlsbad, CA
Atlanta, GA
Assets under management$760.8M$800M$799.8M
Asset growth, last 2 years+22%+64%+21%
Advisory staff8511
Individual clients562581359
Assets per client$1.4M$1.4M$2.2M
Clients per advisor7011633
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20182019
Tools in their stack––2
People on Advicer.bio8510

From each firm's latest Form ADV (Sep 2026, Jan 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 Financial Planning IncFinancial Focus LLCVeracity Capital LLC
CRM
SS&C Black Diamond––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Sterling Financial Planning Inc: Schwab, Fidelity · Financial Focus LLC: Schwab, AssetMark, Principal 401k · Veracity Capital LLC: Fidelity