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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+ Arbalpha $121.6M · Miami, FL+ Pathfinder Advisory, Inc. $121.4M · Rockford, IL
Wexford, PA
Camp Hill, PA
Glenview, IL
Assets under management$128.1M$135.3M$121.4M
Asset growth, last 2 years–+27%+12%
Advisory staff4216
Individual clients24084269
Assets per client$534K$1.6M$451K
Clients per advisor604217
Main custodianSchwabAssetMarkRBC
Filing with the SEC since202420232012 or earlier
Tools in their stack–––
People on Advicer.bio4224

From each firm's latest Form ADV (Feb 2026, Apr 2026, Jul 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 · Regal Advisory Services, Inc.: RBC, Hilltop Securities Inc.