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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+ Royal Fund Management, LLC $1.56B · Lady Lake, FL+ Roble, Belko and Company, Inc. $1.55B · Sewickley, PA
St. Petersburg, FL
Jupiter, FL
Coeur D'alene, ID
Assets under management$1.64B$1.76B$1.56B
Asset growth, last 2 years+50%+29%+669%
Advisory staff16193
Individual clients1,0445586,652
Assets per client$1.6M$3.2M$234K
Clients per advisor65292,217
Main custodianSchwabSchwab–
Filing with the SEC since202120172022
Tools in their stack–33
People on Advicer.bio16172

From each firm's latest Form ADV (Mar 2026, Jun 2026, Sep 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 LLCSherman Portfolios
CRM
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Client File Sharing
Dropbox––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Ars Wealth Advisors: Schwab · Slatestone Wealth LLC: Schwab, RBC · Sherman Portfolios: none listed