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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):+ Foundry Wealth Advisors, LLC $163.4M · Baltimore, MD+ Integrity Wealth Management, Inc. $163.2M · Spokane, WA+ Chung Wu Investment Group, LLC $147.5M · Sugar Land, TX+ Peachcap Tax & Advisory, LLC $147.5M · Atlanta, GA
Wayzata, MN
Hillsboro, OH
Red Bank, NJ
Assets under management$155.3M$163.3M$147.5M
Asset growth, last 2 years+89%+20%–
Advisory staff312
Individual clients10633736
Assets per client$1.5M$485K$4.1M
Clients per advisor3533718
Main custodian–Raymond JamesSchwab
Filing with the SEC since2012 or earlier20232024
Tools in their stack112
People on Advicer.bio312

From each firm's latest Form ADV (Mar 2026, Feb 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.Stembrook Asset Management, LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Raymond James–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––

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