Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Earn Into Wealth Strategies (swap one in):+ Green Era Financial LLC $36.3M+ Marina Wealth Advisors $36.3M+ Glatt and Associates, LLC $32.8M+ Rubik Capital Inc $32.8M
Atlanta, GA
Winder, GA
Assets under management$34.5M$36.4M$36.3M
Asset growth, last 2 years–+146%−4%
Advisory staff111
Individual clients497825
Assets per client$705K$467K$1.5M
Clients per advisor497825
Main custodian––Schwab
Filing with the SEC since202620132023
Tools in their stack3–4
People on Advicer.bio131

From each firm's latest Form ADV (Jun 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.

ToolEarn Into Wealth StrategiesSaint Francis CapitalStone Ridge Advisors
Custodial Platform
Charles Schwab––Uses it
CitiUses it––
Schedule Apps
Calendly––Uses it
OnceHubUses it––
Client File Sharing
DropboxUses it––
Digital Marketing
Snappy Kraken––Uses it
Tax Planning
FP Alpha––Uses it

Custodians on Form ADV: Earn Into Wealth Strategies: none listed · Saint Francis Capital: none listed · Stone Ridge Advisors: Schwab