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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):+ Global Financial Private Client $828.3M · Sarasota, FL+ Edge Wealth Management, LLC $827.2M · New York, NY+ Waller Financial Planning Group, Inc. $747.8M · Columbus, OH+ Fiduciary Family Office, LLC $747.7M · Boca Raton, FL
Kokomo, IN
Newburgh, IN
Sarasota, FL
Assets under management$787.4M$831.1M$827.7M
Asset growth, last 2 years+18%+35%+72%
Advisory staff469
Individual clients1,1366811,307
Assets per client$693K$1.2M$633K
Clients per advisor284114145
Main custodian–FidelityLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack11–
People on Advicer.bio479

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 & AssociatesWalsh & Associates, LLC
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Sycamore Financial Group: none listed · Lynch & Associates: Fidelity · Walsh & Associates, LLC: LPL Financial