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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 Tencap Wealth Coaching (swap one in):+ Silver Oak Wealth Advisors Services, LLC $300M · Los Angeles, CA+ Stonepath Wealth Management $299.5M · Traverse City, MI+ Cbg & Company, Inc. $270.7M · Fishers, IN+ Athos Private Wealth LLC $268.5M · Holladay, UT
South Jordan, UT
Swartz Creek, MI
West Chester, PA
Assets under management$285M$299.5M$299.5M
Asset growth, last 2 years–+26%+27%
Advisory staff726
Individual clients7366391,185
Assets per client$387K$469K$253K
Clients per advisor105320198
Main custodian–SchwabFidelity
Filing with the SEC since20242012 or earlier2019
Tools in their stack123
People on Advicer.bio824

From each firm's latest Form ADV (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

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.

ToolTencap Wealth CoachingSecurity First FinancialStonecrop Wealth Advisors, LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses itUses it

Custodians on Form ADV: Tencap Wealth Coaching: none listed · Security First Financial: Schwab · Stonecrop Wealth Advisors, LLC: Fidelity