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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 Sycamore Financial Group (swap one in):+ Walsh & Associates, LLC $827.7M · Sarasota, FL+ Edge Wealth Management, LLC $827.2M · New York, NY+ Fiduciary Family Office, LLC $747.7M · Boca Raton, FL+ Pacifica Capital Investments $747.6M
Kokomo, IN
Newburgh, IN
Columbus, OH
Assets under management$787.4M$831.1M$747.8M
Asset growth, last 2 years+18%+35%+29%
Advisory staff4611
Individual clients1,136681570
Assets per client$693K$1.2M$1.3M
Clients per advisor28411452
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack114
People on Advicer.bio476

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

ToolSycamore Financial GroupLynch & AssociatesWaller Financial Planning Group, Inc.
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Client File Sharing
ShareFile––Uses it
Digital Marketing
AdvisorStream––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Sycamore Financial Group: none listed · Lynch & Associates: Fidelity · Waller Financial Planning Group, Inc.: Schwab