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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 Yackee Potempa & Smalley Asset Management (swap one in):+ Sherwood Wealth Management $492K+ Nct Advisors $487K+ Sa Financial Solutions, LLC $438K · San Antonio, TX+ Live and Give Financial $438K
Fort Wayne, IN
Fishers, IN
Assets under management$463K$490K$420K
Asset growth, last 2 years–––
Advisory staff111
Individual clients5803
Assets per client$93K$6K$140K
Clients per advisor5803
Main custodian–––
Filing with the SEC since202620242026
Tools in their stack1––
People on Advicer.bio111

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

ToolYackee Potempa & Smalley Asset ManagementInvestableErlang101 Capital Management LLC
Website Builders
SquarespaceUses it––