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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 Strait & Sound (swap one in):+ Forty North Wealth $350.6M · Glendale, CO+ V2 Financial Group, LLC $350.5M+ Swisher Financial Concepts, Inc. $317M · Westerville, OH+ First Financial Group $317M · Raleigh, NC
Chesterfield, MO
Stockton, CA
Assets under management$333.7M$350.5M$316.8M
Asset growth, last 2 years+34%+31%+70%
Advisory staff953
Individual clients243396174
Assets per client$1.4M$885K$1.8M
Clients per advisor277958
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202020132021
Tools in their stack––2
People on Advicer.bio863

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

ToolStrait & SoundBridgewater Asset Management LLCDkm Wealth Management, Inc.
CRM
Envestnet Tamarac––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Strait & Sound: Schwab, Pershing · Bridgewater Asset Management LLC: LPL Financial, Schwab · Dkm Wealth Management, Inc.: Schwab