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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 Drucker Wealth (swap one in):+ Ascension Capital Advisors, Inc. $938.5M · Houston, TX+ Stonebrook Private LLC $937M · Northville, MI+ Verde Capital Management, Inc. $845.8M · Clarkston, MI+ Lincoln Capital, LLC $844.8M · Lincoln, NE
Deerfield, IL
Solana Beach, CA
Assets under management$891.2M$938.4M$939.5M
Asset growth, last 2 years+54%+31%+36%
Advisory staff659
Individual clients613383284
Assets per client$1.5M$2.5M$3.3M
Clients per advisor1027732
Main custodianFidelityFidelitySchwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack51–
People on Advicer.bio5510

From each firm's latest Form ADV (Sep 2026, 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.

ToolDrucker WealthRoberts, Glore & Co.Blankinship & Foster, LLC
Digital Marketing
AdvisorStreamUses it––
E-Signature
Adobe SignUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
Advyzon–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Drucker Wealth: Fidelity, Altruist, Pontera Solutions, Inc. · Roberts, Glore & Co.: Fidelity · Blankinship & Foster, LLC: Schwab