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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 Buttonwood Financial Advisors, Inc. (swap one in):+ Wealthcrest Financial Services, LLC $507.5M · Springfield, VA+ Stratis Capital, LLC $507.5M · Darien, CT+ Nia Impact Capital $459M+ Owen Larue Financial Group $458.9M · Elizabethtown, KY
Baltimore, MD
Baltimore, MD
Assets under management$483.2M$508.2M$507.4M
Asset growth, last 2 years+138%+27%+57%
Advisory staff532
Individual clients3219654
Assets per client$1.5M$5.3M$9.4M
Clients per advisor643227
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio532

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

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 · The Lam Group, Inc.: Schwab, Fidelity