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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):+ Clear Ridge Wealth Management, LLC $244.6M · Kalamazoo, MI+ Boyce & Associates Wealth Consulting, Inc. $244.6M · Cedar Park, TX+ Lyle & Forsyth Investment Managers $221.2M · San Rafael, CA+ Mccartney Wealth Management LLC $220.7M · Saint Louis, MO
Columbia, MO
New York, NY
San Jose, CA
Assets under management$232.9M$244.6M$221.2M
Asset growth, last 2 years+11%+562%+33%
Advisory staff5263
Individual clients4801,071171
Assets per client$485K$228K$1.3M
Clients per advisor964157
Main custodian––Fidelity
Filing with the SEC since2012 or earlier20232021
Tools in their stack1––
People on Advicer.bio6283

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jul 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 InvestmentsDwr Wealth Management, LLC
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Sundvold Financial: none listed · Stirlingshire Investments: none listed · Dwr Wealth Management, LLC: Fidelity