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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):+ Jurick Financial Services $52.1M · Parkland, FL+ Alpine Asset Management $51.7M · Zephyr Cove, NV+ Haron Capital Management, LLC $46.8M+ Wealth Builders Financial Group LLC $46.8M · Westminster, MD
Oxford, FL
Naples, FL
New York, NY
Assets under management$49.2M$51.9M$51.7M
Asset growth, last 2 years––+17%
Advisory staff213
Individual clients68125174
Assets per client$724K$415K$297K
Clients per advisor3412558
Main custodian––Apex Clearing
Filing with the SEC since202620262017
Tools in their stack3–2
People on Advicer.bio213

From each firm's latest Form ADV (Mar 2026, Jul 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 AdvisorsStash Wealth, LLC
Financial Planning
RightCapital (Right Capital)Uses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses it–Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Capstonewealth: none listed · Susko Wealth Advisors: none listed · Stash Wealth, LLC: Apex Clearing