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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+ Colonial Trust Advisors, Inc. $1.85B · Spartanburg, SC+ J.m. Forbes & Co. LLP $1.67B · Boston, MA+ Ars Wealth Advisors $1.64B · St. Petersburg, FL
Jupiter, FL
Houston, TX
Portsmouth, NH
Assets under management$1.76B$1.85B$1.85B
Asset growth, last 2 years+29%+59%+33%
Advisory staff19212
Individual clients5585781
Assets per client$3.2M$3.2M$1.85B
Clients per advisor29281
Main custodianSchwab–Vanguard
Filing with the SEC since20172012 or earlier2024
Tools in their stack35–
People on Advicer.bio17312

From each firm's latest Form ADV (Jun 2026, Aug 2026, Jul 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 WealthTide Cycle Resources LLC
CRM
HubSpot–Uses it–
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)–Uses it–
Cash Management/Budgeting
Flourish–Uses it–
Financial Planning
eMoneyUses itUses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Slatestone Wealth LLC: Schwab, RBC · Willis Johnson Wealth: none listed · Tide Cycle Resources LLC: Vanguard