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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 Financial Concepts, LLC (swap one in):+ Mbe Wealth Management, LLC $977.1M · Tomah, WI+ Satovsky Asset Management LLC $974.8M · New York, NY+ Alongside, LLC $878.6M · Austin, TX+ Alpha Capital Management $871.4M · Austin, TX
San Antonio, TX
The Woodlands, TX
East Amherst, NY
Assets under management$927.7M$984.6M$975.2M
Asset growth, last 2 years−6%+26%+57%
Advisory staff41810
Individual clients3,698300728
Assets per client$251K$3.3M$1.3M
Clients per advisor903873
Main custodianLPL FinancialSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–64
People on Advicer.bio40128

From each firm's latest Form ADV (Jun 2026, Aug 2026, Sep 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 Financial Concepts, LLCAvion WealthLevel Financial Advisors, Inc.
Client File Sharing
Box–Uses it–
ShareFile––Uses it
CRM
Envestnet Tamarac–Uses it–
HubSpot––Uses it
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses itUses it
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Strategic Financial Concepts, LLC: LPL Financial, Schwab · Avion Wealth: Schwab, Fidelity · Level Financial Advisors, Inc.: none listed