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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 Ars Wealth Advisors (swap one in):+ Ally Invest Advisors $1.73B · Charlotte, NC+ Liberty Wealth Management, LLC $1.73B · Oakland, CA+ Sherman Portfolios $1.56B · Coeur D'alene, ID+ Royal Fund Management, LLC $1.56B · Lady Lake, FL
St. Petersburg, FL
Jupiter, FL
Tampa, FL
Assets under management$1.64B$1.76B$1.73B
Asset growth, last 2 years+50%+29%−40%
Advisory staff161914
Individual clients1,044558127
Assets per client$1.6M$3.2M$13.6M
Clients per advisor65299
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120172012 or earlier
Tools in their stack–3–
People on Advicer.bio161714

From each firm's latest Form ADV (Mar 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.

ToolArs Wealth AdvisorsSlatestone Wealth LLCAgw Capital Advisors
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Ars Wealth Advisors: Schwab · Slatestone Wealth LLC: Schwab, RBC · Agw Capital Advisors: Schwab