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RIA comparison · SEC Form ADV

Circle Wealth Management, LLC vs Sapient Capital LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Circle Wealth Management, LLC is the larger of the two, with $14B in regulatory assets to $14B at Sapient Capital LLC, 2% more than its rival, by their latest Form ADV filings. Sapient Capital LLC reports more individual clients (980 vs 349), while Circle Wealth Management, LLC’s clients hold more on average (about $37 million each against $12 million). Circle Wealth Management, LLC is based in Summit, New Jersey and Sapient Capital LLC in Indianapolis, Indiana.

FigureCircle Wealth Management, LLCSapient Capital LLC
Regulatory AUM$14B$14B
National rank#67#69
HeadquartersSummit, New JerseyIndianapolis, Indiana
Individual clients349980
High-net-worth clients349691
Average client assets$37 million$12 million
Accounts1,1386,681
Discretionary67% of AUM81% of AUM
Employees2359
Advisory staff1130
Clients per advisory employee3233
Offices25
Form ADV filed2026-04-082026-08-31

Circle Wealth Management, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Sapient Capital LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Circle Wealth Management, LLC or Sapient Capital LLC?

Circle Wealth Management, LLC, with $14B in regulatory assets under management against $14B at Sapient Capital LLC. Nationally they rank #67 and #69 among 5,657 independent wealth management RIAs.

How many clients do Circle Wealth Management, LLC and Sapient Capital LLC have?

Circle Wealth Management, LLC reports 349 individual clients (349 high-net-worth) with 11 advisory employees; Sapient Capital LLC reports 980 (691 high-net-worth) with 30 advisory employees.

How do Circle Wealth Management, LLC and Sapient Capital LLC charge clients?

Only Sapient Capital LLC lists performance-based fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Circle Wealth Management, LLC and Sapient Capital LLC offer?

Circle Wealth Management, LLC lists educational seminars and workshops, which Sapient Capital LLC does not. Sapient Capital LLC lists other services, which Circle Wealth Management, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Circle Wealth Management, LLC ↗, Sapient Capital LLC ↗. How to check a financial advisor →