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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):+ Per Stirling Capital Management, LLC $1.57B · Austin, TX+ Abundance Wealth Counselors, LLC $1.56B · State College, PA+ Blueprint Financial Advisors $1.41B · Charlotte, NC+ Inspirion Wealth Advisors, LLC $1.39B · Libertyville, IL
Swansea, IL
Indianapolis, IN
Plano, TX
Assets under management$1.49B$1.57B$1.57B
Asset growth, last 2 years+53%+16%+36%
Advisory staff163912
Individual clients7742,193964
Assets per client$1.9M$714K$1.6M
Clients per advisor485680
Main custodianPershingSchwabFidelity
Filing with the SEC since2012 or earlier20162023
Tools in their stack1–2
People on Advicer.bio163314

From each firm's latest Form ADV (Apr 2026, Jun 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, LLCAstra Wealth Management Group
CRM
HubSpotUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Wealthscape (Fidelity)––Uses it

Custodians on Form ADV: Archford Capital Strategies, LLC: Pershing · Invst, LLC: Schwab · Astra Wealth Management Group: Fidelity