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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 Family Wealth Management (swap one in):+ Osprey Capital Management, LLC $30.1M · Rock Hall, MD+ Servus Capital Management $30.1M · Lynchburg, VA+ Aja Financial LLC $27.2M+ Minder Narusiewicz, Inc. $27.1M · Woodbury, MN
Elko, MN
Southfield, MI
New York, NY
Assets under management$28.6M$30.1M$27.2M
Asset growth, last 2 years––+42%
Advisory staff111
Individual clients878527
Assets per client$329K$354K$1M
Clients per advisor878527
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack–1–
People on Advicer.bio111

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

ToolFamily Wealth ManagementSterling Advisory Group LLCStonehurst Management, LLC
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Family Wealth Management: none listed · Sterling Advisory Group LLC: none listed · Stonehurst Management, LLC: Schwab