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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 Archford Capital Strategies, LLC (swap one in):+ Astra Wealth Management Group $1.57B · Plano, TX+ Per Stirling Capital Management, LLC $1.57B · Austin, TX+ Blueprint Financial Advisors $1.41B · Charlotte, NC+ Inspirion Wealth Advisors, LLC $1.39B · Libertyville, IL
Swansea, IL
Indianapolis, IN
State College, PA
Assets under management$1.49B$1.57B$1.56B
Asset growth, last 2 years+53%+16%+32%
Advisory staff163912
Individual clients7742,193439
Assets per client$1.9M$714K$3.6M
Clients per advisor485637
Main custodianPershingSchwabFidelity
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack1–1
People on Advicer.bio163312

From each firm's latest Form ADV (Apr 2026, Oct 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.

ToolArchford Capital Strategies, LLCInvst, LLCAbundance Wealth Counselors, LLC
CRM
Envestnet Tamarac––Uses it
HubSpotUses it––

Custodians on Form ADV: Archford Capital Strategies, LLC: Pershing · Invst, LLC: Schwab · Abundance Wealth Counselors, LLC: Fidelity