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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 Guardian Capital, LLC (swap one in):+ Stonebridge Wealth Management, LLC $134.6M · Frisco, TX+ Veach Family Financial $134.5M · North Little Rock, AR+ Regal Advisory Services, Inc. $121.4M · Glenview, IL+ Pathfinder Advisory, Inc. $121.4M · Rockford, IL
Wexford, PA
Camp Hill, PA
Miami, FL
Assets under management$128.1M$135.3M$121.6M
Asset growth, last 2 years–+27%–
Advisory staff422
Individual clients24084–
Assets per client$534K$1.6M–
Clients per advisor6042–
Main custodianSchwabAssetMark–
Filing with the SEC since202420232024
Tools in their stack–––
People on Advicer.bio42–

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

Assets under management

Advisory staff

Individual clients

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Guardian Capital, LLC: Schwab · Keller Financial Group: AssetMark · Arbalpha: none listed