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RIA comparison · SEC Form ADV

Sapient Capital LLC vs Valeo Financial Advisors, LLC

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

The short answer

Sapient Capital LLC is the larger of the two, with $14B in regulatory assets to $13B at Valeo Financial Advisors, LLC, 6% more than its rival, by their latest Form ADV filings. Valeo Financial Advisors, LLC reports more individual clients (3,021 vs 980), while Sapient Capital LLC’s clients hold more on average (about $12 million each against $4.2 million). Both are based in Indiana: Sapient Capital LLC in Indianapolis and Valeo Financial Advisors, LLC in Carmel.

FigureSapient Capital LLCValeo Financial Advisors, LLC
Regulatory AUM$14B$13B
National rank#69#74
HeadquartersIndianapolis, IndianaCarmel, Indiana
Individual clients9803,021
High-net-worth clients6912,257
Average client assets$12 million$4.2 million
Accounts6,68122,812
Discretionary81% of AUM82% of AUM
Employees59178
Advisory staff30119
Clients per advisory employee3325
Offices517
Form ADV filed2026-08-312026-04-30

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

Valeo Financial Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Other

Questions

Which is bigger, Sapient Capital LLC or Valeo Financial Advisors, LLC?

Sapient Capital LLC, with $14B in regulatory assets under management against $13B at Valeo Financial Advisors, LLC. Nationally they rank #69 and #74 among 5,657 independent wealth management RIAs.

How many clients do Sapient Capital LLC and Valeo Financial Advisors, LLC have?

Sapient Capital LLC reports 980 individual clients (691 high-net-worth) with 30 advisory employees; Valeo Financial Advisors, LLC reports 3,021 (2,257 high-net-worth) with 119 advisory employees.

How do Sapient Capital LLC and Valeo Financial Advisors, LLC charge clients?

Only Sapient Capital LLC lists performance-based fees on Form ADV. Only Valeo Financial Advisors, LLC lists other forms of compensation. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Sapient Capital LLC and Valeo Financial Advisors, LLC offer?

Sapient Capital LLC lists other services, which Valeo Financial Advisors, LLC does not. Valeo Financial Advisors, LLC lists portfolio management for pooled investment vehicles; portfolio management for businesses and institutions, which Sapient Capital 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: Sapient Capital LLC ↗, Valeo Financial Advisors, LLC ↗. How to check a financial advisor →