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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 Sustain Financial Inc. (swap one in):+ Bighorn Financial $40.7M+ Vanmay Wealth Management $40.6M · Huntington Beach, CA+ Sands Wealth Strategies, LLC $36.7M+ Vault Financial, LLC $36.7M
Saratoga Springs, NY
Waco, TX
Assets under management$38.7M$40.6M$36.7M
Asset growth, last 2 years–+33%–
Advisory staff211
Individual clients664241
Assets per client$586K$967K$895K
Clients per advisor334241
Main custodian–––
Filing with the SEC since202620232026
Tools in their stack11–
People on Advicer.bio211

From each firm's latest Form ADV (Apr 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

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.

ToolSustain Financial Inc.Mcneill Capital, LLCThe Aspen Equity Group
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
GRemindersUses it––