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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 Archway Wealth Management, LLC (swap one in):+ Crestmont Private Wealth LLC $363M · Boerne, TX+ Marketriders $363M · Chesterfield, MO+ Torrey Growth & Income Advisors, LLC $328.4M · Del Mar, CA+ Sterneck Capital Management LLC $327.9M · Kansas City, MO
Kirkwood, MO
St. Louis, MO
Dublin, OH
Assets under management$345.7M$364.6M$363M
Asset growth, last 2 years+38%+67%–
Advisory staff343
Individual clients200112152
Assets per client$1.7M$3.3M$2.4M
Clients per advisor672851
Main custodianWells FargoSchwab–
Filing with the SEC since202320192024
Tools in their stack–21
People on Advicer.bio324

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

ToolArchway Wealth Management, LLCSignify Wealth LLCLeclair Wealth Partners
Client File Sharing
Box–Uses it–
Video Meetings & Messaging
Zoom––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Archway Wealth Management, LLC: Wells Fargo · Signify Wealth LLC: Schwab · Leclair Wealth Partners: none listed