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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 Baczkowski & Company (swap one in):+ Stewardship Investment Services LLC $1.6M+ Johnson Wealth Management, LLC $1.6M · Palm Coast, FL+ Evergreen Investment Management LLC $1.4M+ Wolverine Investment Advisors, LLC $1.4M · Atlanta, GA
Assets under management$1.5M$1.6M$1.4M
Asset growth, last 2 years–−90%–
Advisory staff111
Individual clients81017
Assets per client$188K$158K$84K
Clients per advisor81017
Main custodian–Interactive Brokers–
Filing with the SEC since202420192026
Tools in their stack––1
People on Advicer.bio111

From each firm's latest Form ADV (Jan 2024, Mar 2026, Jan 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.

ToolBaczkowski & CompanyNemo CapitalFolse Financial
Financial Planning
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: Baczkowski & Company: none listed · Nemo Capital: Interactive Brokers · Folse Financial: none listed