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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):+ Agw Capital Advisors $1.73B · Tampa, FL+ Liberty Wealth Management, LLC $1.73B · Oakland, CA+ Sherman Portfolios $1.56B · Coeur D'alene, ID+ Roble, Belko and Company, Inc. $1.55B · Sewickley, PA
St. Petersburg, FL
Jupiter, FL
Lady Lake, FL
Assets under management$1.64B$1.76B$1.56B
Asset growth, last 2 years+50%+29%+14%
Advisory staff161983
Individual clients1,0445584,940
Assets per client$1.6M$3.2M$315K
Clients per advisor652960
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120172013
Tools in their stack–31
People on Advicer.bio161783

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

ToolArs Wealth AdvisorsSlatestone Wealth LLCRoyal Fund Management, LLC
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Ars Wealth Advisors: Schwab · Slatestone Wealth LLC: Schwab, RBC · Royal Fund Management, LLC: Schwab