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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 Flagstar Securities, Inc. (swap one in):+ Strategic Wealth Management Group $832.9M · New York, NY+ The Capital Management Corporation $825.6M · Glen Allen, VA+ Beacon Global Advisor Network, LLC $745.1M · Atlanta, GA+ Campbell Deegan Financial $745.1M · Richmond, VA
New York, NY
New York, NY
Saratoga Spring, NY
Assets under management$784.3M$827.2M$825.5M
Asset growth, last 2 years−19%+17%+127%
Advisory staff3756
Individual clients1,004252525
Assets per client$781K$3.3M$1.6M
Clients per advisor275088
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio3161

From each firm's latest Form ADV (Jul 2026, Feb 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, LLCKershner, Grosso & Co.
Custodial Platform
Charles Schwab––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Flagstar Securities, Inc.: Fidelity · Edge Wealth Management, LLC: Schwab · Kershner, Grosso & Co.: Schwab