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 Sycomore Financial (swap one in):+ A5 Financial LLC $14.9M · Bothell, WA+ Sweetgum Laboratories LLC $14.8M+ Ford Financial Fitness $13.4M+ Blue Keel Financial Planning $13.4M · Westport, CT
Montreal, Quebec
Assets under management$14.1M$14.8M$14.9M
Asset growth, last 2 years––+131%
Advisory staff113
Individual clients502110,048
Assets per client$283K$707K$1K
Clients per advisor50213,349
Main custodian––Dtcc
Filing with the SEC since202620262018
Tools in their stack3––
People on Advicer.bio11–

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

ToolSycomore FinancialGrimaldi Investment Services, LLCBeanstox
Advisor Lead Gen
Fee-Only NetworkUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Website Builders
WixUses it––

Custodians on Form ADV: Sycomore Financial: none listed · Grimaldi Investment Services, LLC: none listed · Beanstox: Dtcc