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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):+ Crusonia Wealth Advisors LLC $1.18B · Denver, CO+ Dinuzzo Private Wealth, Inc. $1.18B · Beaver, PA+ Schnieders Capital Management, LLC. $1.06B · Pasadena, CA+ Vestia Personal Wealth Advisors $1.06B · Fort Wayne, IN
Minnetonka, MN
Indianapolis, IN
Parsippany, NJ
Assets under management$1.12B$1.18B$1.18B
Asset growth, last 2 years+38%+59%+24%
Advisory staff18612
Individual clients1,679310689
Assets per client$667K$3.8M$1.7M
Clients per advisor935257
Main custodianSchwabSchwabSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack2–1
People on Advicer.bio17712

From each firm's latest Form ADV (Mar 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, LLCDeerfieldSignet Financial Management, LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Bluestem Wealth Partners, LLC: Schwab · Deerfield: Schwab · Signet Financial Management, LLC: Schwab