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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 Sylamore Investments LLC (swap one in):+ Shrier Associates, LLC $85.9M+ Goal Line Wealth Management, Inc. $85.8M+ Ethos Capital Group, LLC $77.6M · Little Rock, AR+ Bleeck Financial Management, Inc. $77.6M · Carmel, CA
Mountain View, AR
Sf, CA
Assets under management$81.7M$85.8M$77.6M
Asset growth, last 2 years––−73%
Advisory staff131
Individual clients805427
Assets per client$1M$1.6M$2.9M
Clients per advisor801827
Main custodian––Fidelity
Filing with the SEC since202620262023
Tools in their stack––1
People on Advicer.bio231

From each firm's latest Form ADV (Jan 2026, Jul 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

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.

ToolSylamore Investments LLCImpactadvisor LLCAlignment Financial Group
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Sylamore Investments LLC: none listed · Impactadvisor LLC: none listed · Alignment Financial Group: Fidelity, Paychex Securities Corporation