Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Scott, Ralph Upton (swap one in):+ Taylor & Taylor Financial Services $800K+ Stewardship Edge Capital, LLC $800K · Morrow, GA+ Jpl Wealth Management $720K · Dripping Springs, TX+ Lucre Advisory LLC $720K
Assets under management$760K$800K$798K
Asset growth, last 2 years––+269%
Advisory staff111
Individual clients1271,246
Assets per client$63K$114K$640.776886035313
Clients per advisor1271,246
Main custodian––Apex Clearing
Filing with the SEC since202220262022
Tools in their stack––2
People on Advicer.bio–11

From each firm's latest Form ADV (Jan 2022, Oct 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.

ToolScott, Ralph UptonBrookside Capital Group LLCScout
CRM
HubSpot––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Scott, Ralph Upton: none listed · Brookside Capital Group LLC: none listed · Scout: Apex Clearing