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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 Capstonewealth (swap one in):+ Alpine Asset Management $51.7M · Zephyr Cove, NV+ Stash Wealth, LLC $51.7M · New York, NY+ Wealth Builders Financial Group LLC $46.8M · Westminster, MD+ Perfetta Capital, LLC $46.8M
Oxford, FL
Naples, FL
Assets under management$49.2M$51.9M$46.8M
Asset growth, last 2 years––+11%
Advisory staff212
Individual clients6812538
Assets per client$724K$415K$1.2M
Clients per advisor3412519
Main custodian––Interactive Brokers
Filing with the SEC since202620262020
Tools in their stack3––
People on Advicer.bio212

From each firm's latest Form ADV (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.

ToolCapstonewealthSusko Wealth AdvisorsHaron Capital Management, LLC
Financial Planning
RightCapital (Right Capital)Uses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Capstonewealth: none listed · Susko Wealth Advisors: none listed · Haron Capital Management, LLC: Interactive Brokers