Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Matson Financial Advisors, Inc. (swap one in):+ Whitegate Investment Counselors, Inc. $545.4M · Concord, NH+ 25 Financial $545M · Saint Louis, MO+ Symmetry Capital Advisors LLC $492.7M · Dallas, TX+ Fusion Capital, LLC $492.3M · Mt. Pleasant, SC
Danbury, CT
Mount Joy, PA
Woodbury, MN
Assets under management$518.9M$545.2M$546M
Asset growth, last 2 years+36%+93%+32%
Advisory staff5104
Individual clients230674493
Assets per client$2.3M$809K$1.1M
Clients per advisor4667123
Main custodianPershingTrade-PMRSchwab
Filing with the SEC since2012 or earlier20162020
Tools in their stack–41
People on Advicer.bio395

From each firm's latest Form ADV (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.

ToolMatson Financial Advisors, Inc.Stewardship Advisors, LLCLegacy Wealth
Advisor Lead Gen
Fee-Only Network–Uses it–
Behavior Assessments
Money Quotient–Uses it–
CRM
SS&C Black Diamond––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
YouCanBookMe–Uses it–

Custodians on Form ADV: Matson Financial Advisors, Inc.: Pershing · Stewardship Advisors, LLC: Trade-PMR, Schwab · Legacy Wealth: Schwab