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.

Stockade Wealth Management
Constantia Capital LLC
Sound Investments Inc.

Similar in size to Stockade Wealth Management (swap one in):+ Human Capital Wealth Management $18.5M + Partner Wealth Management, LLC $18.5M + Bowers Capital Management $16.7M + Next Play Financial $16.7M

	Stockade Wealth Management Marlboro, NJ	Constantia Capital LLC Lawrenceville, NJ	Sound Investments Inc. Overland Park, KS
Assets under management	$17.6M	$18.7M	$18.5M
Asset growth, last 2 years	–	–	–
Advisory staff	1	2	1
Individual clients	74	44	70
Assets per client	$238K	$424K	$264K
Clients per advisor	74	22	70
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	–	2	–
People on Advicer.bio	1	2	1

From each firm's latest Form ADV (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.

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.

ToolStockade Wealth ManagementConstantia Capital LLCSound Investments Inc.

Custodial Platform

Interactive Brokers––

Website Builders

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