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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 Group, LLC (swap one in):+ Bw & Associates, Inc. $692.8M · Orange, CA+ Covenant Asset Management, LLC $692.6M · Chester, NJ+ Epsilon Financial Group, Inc. $626.1M · Fairfield, CA+ Axius Advisors LLC $623.8M · Saint Charles, MO
Kansas City, MO
Southfield, MI
Columbia, MO
Assets under management$659.5M$692.7M$618.9M
Asset growth, last 2 years+5%+77%+45%
Advisory staff746
Individual clients3364281,184
Assets per client$2M$1.6M$523K
Clients per advisor48107197
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20192016
Tools in their stack–2–
People on Advicer.bio755

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.

ToolButtonwood Financial Group, LLCSkyoak WealthAlexander Labrunerie & Co., Inc.
Financial Planning
Envestnet MoneyGuide–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Buttonwood Financial Group, LLC: Schwab · Skyoak Wealth: Schwab · Alexander Labrunerie & Co., Inc.: Schwab