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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+ Smith Group Asset Management, LLC $1.41B · Dallas, TX+ Inspirion Wealth Advisors, LLC $1.39B · Libertyville, IL
Swansea, IL
Indianapolis, IN
Charlotte, NC
Assets under management$1.49B$1.57B$1.41B
Asset growth, last 2 years+53%+16%+967%
Advisory staff163939
Individual clients7742,1932,290
Assets per client$1.9M$714K$617K
Clients per advisor485659
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier20162021
Tools in their stack1–1
People on Advicer.bio163339

From each firm's latest Form ADV (Apr 2026, Aug 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, LLCBlueprint Financial Advisors
CRM
HubSpotUses it––
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Archford Capital Strategies, LLC: Pershing · Invst, LLC: Schwab · Blueprint Financial Advisors: Schwab