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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 Strategic Advisory Services (swap one in):+ Blue Summit Wealth Management $211.4M · San Diego, CA+ Financial Rounds $211.3M · Cincinnati, OH+ Apex Wealth Management, LLC $191.1M · Bedford, NH+ Bowen Financial Services, LLC $191M · Midlothian, VA
Memphis, TN
Richmond, VA
Cypress, TX
Assets under management$201.2M$211.3M$211.3M
Asset growth, last 2 years+13%+33%+19%
Advisory staff867
Individual clients252294913
Assets per client$798K$719K$231K
Clients per advisor3249130
Main custodianLPL FinancialRBCFidelity
Filing with the SEC since20222012 or earlier2021
Tools in their stack––1
People on Advicer.bio955

From each firm's latest Form ADV (Aug 2026, Sep 2026, Apr 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.

ToolStrategic Advisory ServicesThompson Davis Asset ManagementCentric Advisors, LLC
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Strategic Advisory Services: LPL Financial · Thompson Davis Asset Management: RBC · Centric Advisors, LLC: Fidelity, Schwab