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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 Sunpointe Investments (swap one in):+ Strategic Wealth Management Group $832.9M · New York, NY+ Private Wealth Management, Inc. $832.5M · Memphis, TN+ Ewa, LLC $750.7M · Pittsburgh, PA+ Tilson Financial Group Inc $750.6M · New Providence, NJ
St. Louis, MO
Newburgh, IN
Chadds Ford, PA
Assets under management$790.7M$831.1M$830.7M
Asset growth, last 2 years+114%+35%+36%
Advisory staff1166
Individual clients309681500
Assets per client$2.6M$1.2M$1.7M
Clients per advisor2811483
Main custodianSchwabFidelitySchwab
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack–14
People on Advicer.bio1176

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

ToolSunpointe InvestmentsLynch & AssociatesSmithbridge Asset Management, Inc.
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Sunpointe Investments: Schwab, Pershing, BNY · Lynch & Associates: Fidelity · Smithbridge Asset Management, Inc.: Schwab