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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 Oak Advisors (swap one in):+ Smarter Bear Financial Advisory $49.9M+ Gordon Financial $49.9M+ Ms Financial Services, LLC $45M · Reading, MA+ Beal Consulting, Inc. $44.9M · Plymouth, MA
Boston, MA
Walpole, MA
Assets under management$47.5M$50.1M$45.1M
Asset growth, last 2 years–––
Advisory staff132
Individual clients3610778
Assets per client$1.3M$468K$578K
Clients per advisor363639
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack1–2
People on Advicer.bio232

From each firm's latest Form ADV (Mar 2026, Oct 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 Oak AdvisorsSound View Financial AdvisorsZizzi Investments
Digital Marketing
Mailchimp––Uses it
Schedule Apps
CalendlyUses it–Uses it