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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 Wealth (swap one in):+ Flagship Private Wealth $447.2M · Woburn, MA+ Leslie Global Wealth, LLC $446.8M · Itasca, IL+ Cloud Investments, LLC $404M · Huntsville, AL+ Alexander Randolph Advisory Inc $403.9M · Mclean, VA
Winchester, VA
San Clemente, CA
Bellevue, WA
Assets under management$425.3M$447M$403.9M
Asset growth, last 2 years+82%+68%+111%
Advisory staff635
Individual clients399265424
Assets per client$1.1M$1.7M$953K
Clients per advisor678885
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since201920192022
Tools in their stack3–2
People on Advicer.bio636

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

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.Mainsail Financial Group
Custodial Platform
Betterment Advisor SolutionsUses it––
LPL Financial (ClientWorks)Uses it––
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoneyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Buttonwood Wealth: LPL Financial · Stephenson and Company, Inc.: Schwab, SEI · Mainsail Financial Group: Schwab, Fidelity