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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 Capstone Wealth Advisors,Inc. (swap one in):+ Northeast Capital Management, Inc. $105.3M · Coral Gables, FL+ Farah Private Wealth Management, Inc $105.2M · Costa Mesa, CA+ Lottsa Financial Services, Inc. $95.2M · Minneapolis, MN+ Cardinal Capital Management, LLC $94.5M · Muncie, IN
Indianpolis, IN
Columbus, IN
New York, NY
Assets under management$100.2M$105.7M$105.2M
Asset growth, last 2 years+172%–+46%
Advisory staff441
Individual clients9710687
Assets per client$1M$997K$1.2M
Clients per advisor242787
Main custodian––Interactive Brokers
Filing with the SEC since2012 or earlier20262021
Tools in their stack45–
People on Advicer.bio441

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.

ToolCapstone Wealth Advisors,Inc.Wwa Planning & InvestmentsWallstreeti.com
Custodial Platform
Charles Schwab–Uses it–
SEIUses it––
Schedule Apps
Acuity Scheduling–Uses it–
CalendlyUses it––
Advisor Lead Gen
Fee-Only NetworkUses it––
Digital Marketing
Snappy KrakenUses itUses it–
Email & Office Suites
Microsoft 365–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Capstone Wealth Advisors,Inc.: none listed · Wwa Planning & Investments: none listed · Wallstreeti.com: Interactive Brokers