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.

Discipline Wealth Solutions, Inc.
Flagstar Securities, Inc.
Bellwether Wealth

	Discipline Wealth Solutions, Inc. Greenville, SC	Flagstar Securities, Inc. New York, NY	Bellwether Wealth Lincoln, NE
Assets under management	$746.7M	$784.3M	$784M
Asset growth, last 2 years	+703%	−19%	+52%
Advisory staff	18	37	7
Individual clients	1,919	1,004	482
Assets per client	$389K	$781K	$1.6M
Clients per advisor	107	27	69
Main custodian	Schwab	Fidelity	Schwab
Filing with the SEC since	2021	2012 or earlier	2018
Tools in their stack	–	–	4
People on Advicer.bio	19	31	8

From each firm's latest Form ADV (Sep 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.