Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Apex Wealth Management, LLC (swap one in):+ Stride Investments, LLC $200.9M · Chicago, IL+ Farrell Financial $200.6M · Orchard Park, NY+ Lakeshore Capital Group, Inc. $181.5M · Rolling Meadows, IL+ Spahn Wealth & Retirement LLC $181.4M · Scottsdale, AZ
Bedford, NH
Omaha, NE
Seal Beach, CA
Assets under management$191.1M$200.8M$201M
Asset growth, last 2 years+39%+7%–
Advisory staff242
Individual clients114443315
Assets per client$1.7M$453K$638K
Clients per advisor57111158
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120212024
Tools in their stack221
People on Advicer.bio243

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

ToolApex Wealth Management, LLCBlue CapitalMy Portfolio Guide, LLC
Custodial Platform
Charles SchwabUses it–Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
OrionUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Apex Wealth Management, LLC: Schwab, Fidelity · Blue Capital: Schwab · My Portfolio Guide, LLC: Schwab