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 Sweeney Financial Advisors (swap one in):+ Blackdiamond Wealth Management, LLC $424M · New York, NY+ First City Capital Management Inc $423.7M · Savannah, GA+ Capital Management LLC $383M · Greensboro, NC+ One + One Wealth Management, LLC $383M · Jupiter, FL
Bedford, NH
La Jolla, CA
Lake Geneva, WI
Assets under management$403.2M$423.7M$423.6M
Asset growth, last 2 years+44%+31%+33%
Advisory staff449
Individual clients247288550
Assets per client$1.6M$1.5M$770K
Clients per advisor627261
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack–4–
People on Advicer.bio659

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

ToolSweeney Financial AdvisorsCastle Coast Wealth, LLCGeneva Partners, LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Sweeney Financial Advisors: Schwab · Castle Coast Wealth, LLC: Schwab · Geneva Partners, LLC: Fidelity