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 Wealth (swap one in):+ Petra Financial Advisors Inc $447.2M · Colorado Springs, CO+ Flagship Private Wealth $447.2M · Woburn, MA+ Cloud Investments, LLC $404M · Huntsville, AL+ Alexander Randolph Advisory Inc $403.9M · Mclean, VA
Winchester, VA
San Clemente, CA
Itasca, IL
Assets under management$425.3M$447M$446.8M
Asset growth, last 2 years+82%+68%+24%
Advisory staff633
Individual clients399265380
Assets per client$1.1M$1.7M$1.2M
Clients per advisor6788127
Main custodianLPL FinancialSchwabLPL Financial
Filing with the SEC since201920192015
Tools in their stack3––
People on Advicer.bio633

From each firm's latest Form ADV (Feb 2026, 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 WealthStephenson and Company, Inc.Leslie Global Wealth, LLC
Custodial Platform
Betterment Advisor SolutionsUses it––
LPL Financial (ClientWorks)Uses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Buttonwood Wealth: LPL Financial · Stephenson and Company, Inc.: Schwab, SEI · Leslie Global Wealth, LLC: LPL Financial, Schwab