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 Capstone Wealth (swap one in):+ Callahan Wealth Advisory $372.2M+ Livelife Capital Partners LLC $372.1M · Southborough, MA+ Journey Financial Group, Inc. $336.5M · Buffalo Grove, IL+ Lonestar Registered Investment Advisors, LLC $336.2M · Lubbock, TX
Billings, MT
Stamford, CT
Metairie, LA
Assets under management$354.3M$372.1M$336.3M
Asset growth, last 2 years+558%+37%+42%
Advisory staff443
Individual clients1596555
Assets per client$2.2M$62M$606K
Clients per advisor402185
Main custodian–Goldman SachsFidelity
Filing with the SEC since2012 or earlier20212015
Tools in their stack4––
People on Advicer.bio6–3

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

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.

ToolCapstone WealthRpo LLCAdg Wealth Management Group, LLC
Custodial Platform
Charles SchwabUses it––
VanguardUses it––
Financial Planning
eMoneyUses it––
Investment Data/Analytics
MorningstarUses it––

Custodians on Form ADV: Capstone Wealth: none listed · Rpo LLC: Goldman Sachs · Adg Wealth Management Group, LLC: Fidelity