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):+ Three Bearings Fiduciary Advisors, Inc. $350.7M · Hampton, NH+ V2 Financial Group, LLC $350.5M+ Swisher Financial Concepts, Inc. $317M · Westerville, OH+ First Financial Group $317M · Raleigh, NC
Chesterfield, MO
Glendale, CO
Assets under management$333.7M$350.5M$350.6M
Asset growth, last 2 years+34%+31%+77%
Advisory staff958
Individual clients243396532
Assets per client$1.4M$885K$659K
Clients per advisor277967
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202020132017
Tools in their stack––2
People on Advicer.bio8611

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.

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 LLCForty North Wealth
Planning Light
Advyzon––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Strait & Sound: Schwab, Pershing · Bridgewater Asset Management LLC: LPL Financial, Schwab · Forty North Wealth: Schwab