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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+ Stonecrop Wealth Advisors, LLC $299.5M · West Chester, PA+ Cbg & Company, Inc. $270.7M · Fishers, IN+ Athos Private Wealth LLC $268.5M · Holladay, UT
South Jordan, UT
Swartz Creek, MI
Traverse City, MI
Assets under management$285M$299.5M$299.5M
Asset growth, last 2 years–+26%+68%
Advisory staff729
Individual clients736639569
Assets per client$387K$469K$526K
Clients per advisor10532063
Main custodian–SchwabRaymond James
Filing with the SEC since20242012 or earlier2023
Tools in their stack121
People on Advicer.bio828

From each firm's latest Form ADV (Mar 2026, Jun 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 FinancialStonepath Wealth Management
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Tencap Wealth Coaching: none listed · Security First Financial: Schwab · Stonepath Wealth Management: Raymond James