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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 Shuttleworth & Company (swap one in):+ Freestate Advisors LLC $181.8M · Overland Park, KS+ Mrd, Inc. $181.7M+ Bell City Wealth, Inc. $163.3M · Hillsboro, OH+ Shepherd Wealth Management $162.1M · Cincinnati, OH
Powell, OH
Santa Fe, NM
San Antonio, TX
Assets under management$173M$181.7M$181.9M
Asset growth, last 2 years+26%+50%+77%
Advisory staff238
Individual clients19826882
Assets per client$874K$678K$2.2M
Clients per advisor998910
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack2–1
People on Advicer.bio238

From each firm's latest Form ADV (Apr 2026, 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

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.

ToolShuttleworth & CompanyFinancial Partners, LLCMartin Capital Advisors, LLP
Custodial Platform
Charles SchwabUses it–Uses it
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Shuttleworth & Company: Schwab · Financial Partners, LLC: Schwab · Martin Capital Advisors, LLP: Schwab