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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 Asset Management LLC. (swap one in):+ Formulate Financial LLC $229.4M+ Rightwealth Advisors, LLC $229.3M · Miamisburg, OH+ Lesa Sroufe & Company, Inc. $207.3M · Seattle, WA+ Bluestone® Financial Advisors, LLC $207.3M · Bethesda, MD
Rochester, MN
Bolivar, MO
Cornelius, NC
Assets under management$218.3M$229.3M$229.2M
Asset growth, last 2 years+85%+27%+27%
Advisory staff1032
Individual clients23126598
Assets per client$945K$865K$2.3M
Clients per advisor238849
Main custodianSchwabFidelityFidelity
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio1132

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

ToolStrategic Asset Management LLC.Sterling Investment Advisors,LLCPowell Wealth
Website Builders
WixUses it––

Custodians on Form ADV: Strategic Asset Management LLC.: Schwab · Sterling Investment Advisors,LLC: Fidelity · Powell Wealth: Fidelity