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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 Luesink Stenstrom Financial (swap one in):+ Monsour Advisory Services, Inc. $98.8M · Roanoke, VA+ Brown Wealth Management, LLC $98.8M · Conyers, GA+ Legacy Group $89.4M · Tyler, TX+ Wittenberg Investments Inc. $89.3M · Troy, MI
New York, NY
New Orleans, LA
Laguna Hills, CA
Assets under management$94.1M$98.8M$89.4M
Asset growth, last 2 years+33%––
Advisory staff222
Individual clients50126188
Assets per client$1.9M$784K$475K
Clients per advisor256394
Main custodian–––
Filing with the SEC since202020262026
Tools in their stack32–
People on Advicer.bio223

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

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.

ToolLuesink Stenstrom FinancialBienvenue Wealth LLCEmerald Blue Advisors
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)–Uses it–
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses it––
Schedule Apps
Calendly–Uses it–