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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 Northstar Financial Companies, Inc. (swap one in):+ Stewardship Advisors, LLC $545.2M · Mount Joy, PA+ 25 Financial $545M · Saint Louis, MO+ Symmetry Capital Advisors LLC $492.7M · Dallas, TX+ Brick & Kyle Associates Inc $491.7M · Newtown, PA
Conshohocken, PA
Allentown, PA
New York, NY
Assets under management$519M$548.3M$493M
Asset growth, last 2 years+82%+12%+19%
Advisory staff555
Individual clients507123342
Assets per client$1M$4.5M$1.4M
Clients per advisor1012568
Main custodianSchwabSchwabPershing
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio944

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

ToolNorthstar Financial Companies, Inc.Hamel Associates,Inc.Uas Asset Management
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Northstar Financial Companies, Inc.: Schwab · Hamel Associates,Inc.: Schwab · Uas Asset Management: Pershing