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 Strategic Wealth Management Group (swap one in):+ Lyonross Capital Management, LLC $880.5M · White Plains, NY+ Running Oak Capital LLC $874.7M · Minneapolis, MN+ Flagstar Securities, Inc. $784.3M · New York, NY+ Deltec Asset Management LLC $782.8M · New York, NY
New York, NY
New York, NY
St. Louis, MO
Assets under management$832.9M$892.4M$790.7M
Asset growth, last 2 years+25%–+114%
Advisory staff5011
Individual clients332103,270309
Assets per client$2.5M$9K$2.6M
Clients per advisor66–28
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20242020
Tools in their stack–––
People on Advicer.bio4111

From each firm's latest Form ADV (Jul 2026, 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Strategic Wealth Management Group: Schwab · Autopilot: none listed · Sunpointe Investments: Schwab, Pershing, BNY