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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 Saint Francis Capital (swap one in):+ Clarity Financial, LLC $38.3M+ J. Benjamin Financial, LLC $38.3M · Mount Pleasant, SC+ Felton & Peel Wealth Management, Inc. $34.5M · Atlanta, GA+ Earn Into Wealth Strategies $34.5M · Atlanta, GA
Winder, GA
Assets under management$36.4M$38.3M$38.2M
Asset growth, last 2 years+146%––
Advisory staff111
Individual clients7810018
Assets per client$467K$383K$2.1M
Clients per advisor7810018
Main custodian–––
Filing with the SEC since201320262026
Tools in their stack–4–
People on Advicer.bio311

From each firm's latest Form ADV (Mar 2026, Feb 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

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.

ToolSaint Francis CapitalMallery FinancialDestefano Wealth Management
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
GReminders–Uses it–