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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 Mcglone Suttner Wealth Management, Inc. (swap one in):+ Clearview Financial Partners $1.06B · Radnor, PA+ Bok Financial Advisors $1.06B · Tulsa, OK+ Buoyant Capital Private Limited $955.1M · Mumbai+ Tarbox Family Office, Inc. $953.7M · Newport Beach, CA
Appleton, WI
San Francisco, CA
Assets under management$1.01B$1.06B$1.06B
Asset growth, last 2 years+46%+51%+40%
Advisory staff9139
Individual clients708800622
Assets per client$1.4M$1.3M$1.7M
Clients per advisor796269
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack–64
People on Advicer.bio8147

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

ToolMcglone Suttner Wealth Management, Inc.Brio Financial GroupWorthpointe
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Schedule Apps
Acuity Scheduling––Uses it
GReminders–Uses it–
Advisor Lead Gen
SmartAsset––Uses it
CRM
HubSpot––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney–Uses itUses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Mcglone Suttner Wealth Management, Inc.: Fidelity · Brio Financial Group: Schwab · Worthpointe: Schwab