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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 Mainstay Capital Management, LLC (swap one in):+ Allegheny Financial Group $5.59B · Pittsburgh, PA+ Stratos Wealth Advisors LLC $5.57B · Beachwood, OH+ Tfo Family Office Partners $5.04B · Phoenix, AZ+ Advance Capital Management Inc $4.98B · Southfield, MI
Grand Blanc, MI
Ann Arbor, MI
Frisco, TX
Assets under management$5.31B$6.1B$5.04B
Asset growth, last 2 years+36%+10%+42%
Advisory staff1947186
Individual clients3,45430,5952,274
Assets per client$1.5M$199K$2.2M
Clients per advisor1826526
Main custodianSchwabFidelityT Bank, NA
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack122
People on Advicer.bio2347776

From each firm's latest Form ADV (Jul 2026, May 2026, Jun 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.

ToolMainstay Capital Management, LLCSpcCain, Watters & Associates, LLC
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Mainstay Capital Management, LLC: Schwab, Pershing · Spc: Fidelity · Cain, Watters & Associates, LLC: T Bank, NA, Schwab