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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 Bannerstone Capital (swap one in):+ Captar Private Wealth $165.5M · St. Louis Park, MN+ Foundry Wealth Advisors, LLC $163.4M · Baltimore, MD+ Stembrook Asset Management, LLC $147.5M · Red Bank, NJ+ Chung Wu Investment Group, LLC $147.5M · Sugar Land, TX
Wayzata, MN
Hillsboro, OH
Spokane, WA
Assets under management$155.3M$163.3M$163.2M
Asset growth, last 2 years+89%+20%+40%
Advisory staff312
Individual clients106337167
Assets per client$1.5M$485K$977K
Clients per advisor3533784
Main custodian–Raymond JamesFidelity
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack11–
People on Advicer.bio312

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

ToolBannerstone CapitalBell City Wealth, Inc.Integrity Wealth Management, Inc.
Custodial Platform
Raymond James–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Bannerstone Capital: none listed · Bell City Wealth, Inc.: Raymond James · Integrity Wealth Management, Inc.: Fidelity, Schwab