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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 Fidelis Financial Planning, LLC (swap one in):+ Arnold and Mote Wealth Management $168.2M · Hiawatha, IA+ Stonehaven Wealth & Tax Solutions $168.2M · Appleton, WI+ Infinity Wealth Counsel, LLC $151.9M · Loveland, OH+ Portfolio Management, LLC $151.9M · Austin, TX
Saint Charles, MO
Independence, MO
Overland Park, KS
Assets under management$160M$168.4M$168.2M
Asset growth, last 2 years–+159%+14%
Advisory staff146
Individual clients149385261
Assets per client$1.1M$437K$644K
Clients per advisor1499644
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2018
Tools in their stack––3
People on Advicer.bio146

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

ToolFidelis Financial Planning, LLCStewardship CapitalNovadius Wealth Management
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Fidelis Financial Planning, LLC: Schwab · Stewardship Capital: Schwab, Fidelity · Novadius Wealth Management: Schwab