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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 Slatestone Wealth LLC (swap one in):+ Mcdonald Capital Investors Inc $1.86B · Orinda, CA+ Tide Cycle Resources LLC $1.85B · Portsmouth, NH+ J.m. Forbes & Co. LLP $1.67B · Boston, MA+ Ars Wealth Advisors $1.64B · St. Petersburg, FL
Jupiter, FL
Houston, TX
Spartanburg, SC
Assets under management$1.76B$1.85B$1.85B
Asset growth, last 2 years+29%+59%+32%
Advisory staff192115
Individual clients558578895
Assets per client$3.2M$3.2M$2.1M
Clients per advisor292860
Main custodianSchwab–Fidelity
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack352
People on Advicer.bio173115

From each firm's latest Form ADV (Jun 2026, Aug 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.

ToolSlatestone Wealth LLCWillis Johnson WealthColonial Trust Advisors, Inc.
CRM
SS&C Black DiamondUses it–Uses it
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoneyUses itUses it–
Envestnet MoneyGuide––Uses it
Cash Management/Budgeting
Flourish–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Slatestone Wealth LLC: Schwab, RBC · Willis Johnson Wealth: none listed · Colonial Trust Advisors, Inc.: Fidelity