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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 Greenstar Advisors (swap one in):+ Seaway Advisors $50.8M · Fairport, NY+ Viento Financial Group, LLC $50.8M+ Fleurus Investment Advisory, LLC $45.9M+ Stonewater Wealth Management, Inc. $45.9M · Corpus Christi, TX
Arnold, MO
Assets under management$48.4M$50.8M$45.9M
Asset growth, last 2 years––+165%
Advisory staff114
Individual clients39105204
Assets per client$1.2M$484K$225K
Clients per advisor3910551
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack1––
People on Advicer.bio113

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

ToolGreenstar AdvisorsFernandez Wealth ManagementSkrobonja Wealth Management, LLC
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Greenstar Advisors: none listed · Fernandez Wealth Management: none listed · Skrobonja Wealth Management, LLC: Schwab