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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+ Vestia Personal Wealth Advisors $1.06B · Fort Wayne, IN+ Mcguire Wealth Management $1.06B · Wakefield, RI
Minnetonka, MN
Indianapolis, IN
Pasadena, CA
Assets under management$1.12B$1.18B$1.06B
Asset growth, last 2 years+38%+59%+46%
Advisory staff1862
Individual clients1,679310459
Assets per client$667K$3.8M$2.3M
Clients per advisor9352230
Main custodianSchwabSchwabPershing
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack2–1
People on Advicer.bio1774

From each firm's latest Form ADV (Mar 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.

ToolBluestem Wealth Partners, LLCDeerfieldSchnieders Capital Management, LLC.
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Bluestem Wealth Partners, LLC: Schwab · Deerfield: Schwab · Schnieders Capital Management, LLC.: Pershing, Schwab