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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 Transcend Wealth (swap one in):+ Island Asset Management, LLC $98.4M · Saint Simons Island, GA+ Black Card Circle $98.3M+ Sobitz Financial Group, LLC $88.7M · Uniontown, OH+ Appaloosa Wealth Management LLC $88.6M · Independence, OH
Woodmere, OH
Lake Bluff, IL
Woburn, MA
Assets under management$93.5M$98.3M$98.4M
Asset growth, last 2 years––+18%
Advisory staff132
Individual clients11918984
Assets per client$786K$520K$1.2M
Clients per advisor1196342
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack4––
People on Advicer.bio14–

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.

ToolTranscend WealthWinslow Financial LLCGarrett Nagle & Co., Inc.
CRM
HubSpotUses it––
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
Envestnet MoneyGuideUses it––