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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 Pensionbee (swap one in):+ Steerson Advisors $4.3M+ Wealth Management Services Inc. $4.2M+ Aureus Capital $3.8M+ Legacy Wealth Advisors, LTD. $3.8M · Phoenix, AZ
London
Tempe, AZ
Assets under management$4M$4.3M$4.3M
Asset growth, last 2 years–––
Advisory staff111
Individual clients345614
Assets per client$12K$708K$304K
Clients per advisor345614
Main custodian–––
Filing with the SEC since202420232026
Tools in their stack1––
People on Advicer.bio––1

From each firm's latest Form ADV (Mar 2026, Apr 2023). 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

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.

ToolPensionbeeGolden Lake LLCEstate & Retirement Strategies LLC
Website Builders
WebflowUses it––