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.

Fleming Wealth Strategies, LLC
Capstonewealth
Thoreson Steffes

Similar in size to Fleming Wealth Strategies, LLC (swap one in):+ Irl Financial, LLC $49.3M + CPA Investment Solutions, Inc. $49.2M · Sarasota, FL + Aetolia Capital LLC $44.5M + Advisor Services, Inc. $44.4M · Tucson, AZ

	Fleming Wealth Strategies, LLC Glendale, AZ	Capstonewealth Oxford, FL	Thoreson Steffes Fargo, ND
Assets under management	$46.9M	$49.2M	$49.3M
Asset growth, last 2 years	–	–	+262%
Advisory staff	1	2	1
Individual clients	68	68	30
Assets per client	$690K	$724K	$1.6M
Clients per advisor	68	34	30
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2014
Tools in their stack	–	3	–
People on Advicer.bio	1	2	2

From each firm's latest Form ADV (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.