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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 Bluestem Wealth Partners, LLC (swap one in):+ Dinuzzo Private Wealth, Inc. $1.18B · Beaver, PA+ Signet Financial Management, LLC $1.18B · Parsippany, NJ+ Schnieders Capital Management, LLC. $1.06B · Pasadena, CA+ Vestia Personal Wealth Advisors $1.06B · Fort Wayne, IN
Minnetonka, MN
Indianapolis, IN
Denver, CO
Assets under management$1.12B$1.18B$1.18B
Asset growth, last 2 years+38%+59%+673%
Advisory staff18614
Individual clients1,679310540
Assets per client$667K$3.8M$2.2M
Clients per advisor935239
Main custodianSchwabSchwabSchwab
Filing with the SEC since20222012 or earlier2024
Tools in their stack2––
People on Advicer.bio17717

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

ToolBluestem Wealth Partners, LLCDeerfieldCrusonia Wealth Advisors LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Bluestem Wealth Partners, LLC: Schwab · Deerfield: Schwab · Crusonia Wealth Advisors LLC: Schwab, Fidelity