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 Flagstar Securities, Inc. (swap one in):+ Strategic Wealth Management Group $832.9M · New York, NY+ Kershner, Grosso & Co. $825.5M · Saratoga Spring, NY+ Beacon Global Advisor Network, LLC $745.1M · Atlanta, GA+ Campbell Deegan Financial $745.1M · Richmond, VA
New York, NY
New York, NY
Bethesda, MD
Assets under management$784.3M$827.2M$744.1M
Asset growth, last 2 years−19%+17%+6%
Advisory staff3756
Individual clients1,004252123
Assets per client$781K$3.3M$6M
Clients per advisor275021
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio3165

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

ToolFlagstar Securities, Inc.Edge Wealth Management, LLCAegis Wealth
Planning Light
Advyzon––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Flagstar Securities, Inc.: Fidelity · Edge Wealth Management, LLC: Schwab · Aegis Wealth: Schwab, Fidelity