Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Dkm Wealth Management, Inc. $316.8M · Stockton, CA
Chesterfield, MO
Raleigh, NC
Assets under management$333.7M$350.5M$317M
Asset growth, last 2 years+34%+31%+31%
Advisory staff954
Individual clients243396378
Assets per client$1.4M$885K$839K
Clients per advisor277995
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202020132018
Tools in their stack––2
People on Advicer.bio864

From each firm's latest Form ADV (Mar 2026, May 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 LLCFirst Financial Group
CRM
SS&C Black Diamond––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it

Custodians on Form ADV: Strait & Sound: Schwab, Pershing · Bridgewater Asset Management LLC: LPL Financial, Schwab · First Financial Group: Schwab