Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Buttonwood Financial Advisors, Inc. (swap one in):+ Stratis Capital, LLC $507.5M · Darien, CT+ The Lam Group, Inc. $507.4M+ Nia Impact Capital $459M+ Legacy Wealth Management, LLC $458.6M · Ridgeland, MS
Baltimore, MD
Baltimore, MD
Elizabethtown, KY
Assets under management$483.2M$508.2M$458.9M
Asset growth, last 2 years+138%+27%+68%
Advisory staff534
Individual clients32196840
Assets per client$1.5M$5.3M$546K
Clients per advisor6432210
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack–––
People on Advicer.bio534

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Buttonwood Financial Advisors, Inc.: Fidelity, Schwab · &Wealth Partners: Schwab · Owen Larue Financial Group: Schwab, Voya Financial Partners, LLC