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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 Pandora Wealth, Inc. (swap one in):+ Stonecrop Wealth Advisors, LLC $299.5M · West Chester, PA+ Stonepath Wealth Management $299.5M · Traverse City, MI+ Cbg & Company, Inc. $270.7M · Fishers, IN+ Daus Financial Group, LLC $270.5M · Kalamazoo, MI
Las Vegas, NV
Swartz Creek, MI
Hamilton
Assets under management$285M$299.5M$270.6M
Asset growth, last 2 years+39%+26%+21%
Advisory staff426
Individual clients105639203
Assets per client$2.7M$469K$1.3M
Clients per advisor2632034
Main custodianLPL FinancialSchwabComerica Securities,Inc.
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack32–
People on Advicer.bio32–

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

ToolPandora Wealth, Inc.Security First FinancialBias Investors
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)Uses it––
Website Builders
SquarespaceUses it––
Wix–Uses it–
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Pandora Wealth, Inc.: LPL Financial · Security First Financial: Schwab · Bias Investors: Comerica Securities,Inc., Schwab, Morgan Stanley