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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):+ Blankinship & Foster, LLC $939.5M · Solana Beach, CA+ Ascension Capital Advisors, Inc. $938.5M · Houston, TX+ Verde Capital Management, Inc. $845.8M · Clarkston, MI+ Lincoln Capital, LLC $844.8M · Lincoln, NE
Deerfield, IL
Northville, MI
Assets under management$891.2M$938.4M$937M
Asset growth, last 2 years+54%+31%+43%
Advisory staff654
Individual clients613383582
Assets per client$1.5M$2.5M$1.6M
Clients per advisor10277146
Main custodianFidelityFidelity–
Filing with the SEC since20242012 or earlier2023
Tools in their stack513
People on Advicer.bio553

From each firm's latest Form ADV (Sep 2026, Mar 2026, May 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.Stonebrook Private LLC
Cash Management/Budgeting
Flourish––Uses it
Custodial Platform
Betterment Advisor Solutions––Uses it
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–Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Drucker Wealth: Fidelity, Altruist, Pontera Solutions, Inc. · Roberts, Glore & Co.: Fidelity · Stonebrook Private LLC: none listed