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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 Sundvold Financial (swap one in):+ 994 Group $244.7M · Austin, TX+ Clear Ridge Wealth Management, LLC $244.6M · Kalamazoo, MI+ Lyle & Forsyth Investment Managers $221.2M · San Rafael, CA+ Mccartney Wealth Management LLC $220.7M · Saint Louis, MO
Columbia, MO
New York, NY
Cedar Park, TX
Assets under management$232.9M$244.6M$244.6M
Asset growth, last 2 years+11%+562%+48%
Advisory staff5266
Individual clients4801,071264
Assets per client$485K$228K$927K
Clients per advisor964144
Main custodian––Schwab
Filing with the SEC since2012 or earlier20232021
Tools in their stack1––
People on Advicer.bio6288

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

ToolSundvold FinancialStirlingshire InvestmentsBoyce & Associates Wealth Consulting, Inc.
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Sundvold Financial: none listed · Stirlingshire Investments: none listed · Boyce & Associates Wealth Consulting, Inc.: Schwab