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 Sunpointe Investments (swap one in):+ Private Wealth Management, Inc. $832.5M · Memphis, TN+ Smithbridge Asset Management, Inc. $830.7M · Chadds Ford, PA+ Tilson Financial Group Inc $750.6M · New Providence, NJ+ Stevens Foster Financial Advisors $750.4M · Bloomington, MN
St. Louis, MO
Newburgh, IN
Pittsburgh, PA
Assets under management$790.7M$831.1M$750.7M
Asset growth, last 2 years+114%+35%+84%
Advisory staff1168
Individual clients309681397
Assets per client$2.6M$1.2M$1.9M
Clients per advisor2811450
Main custodianSchwabFidelityFidelity
Filing with the SEC since20202012 or earlier2020
Tools in their stack–1–
People on Advicer.bio1179

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

ToolSunpointe InvestmentsLynch & AssociatesEwa, LLC
Custodial Platform
Wealthscape (Fidelity)–Uses it–

Custodians on Form ADV: Sunpointe Investments: Schwab, Pershing, BNY · Lynch & Associates: Fidelity · Ewa, LLC: Fidelity