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 Slp Wealth (swap one in):+ Stirling Bridge Wealth Partners, LLC $67M+ Firewall Capital Management $66.9M · Enumclaw, WA+ Fox & Holland Investing LLC $60.5M · Rancho Cucamonga, CA+ Norseman Advisory Group, Inc. $60.5M · Newport News, VA
Durham, NC
Winterville, NC
Mission Viejo, CA
Assets under management$63.7M$67.1M$66.9M
Asset growth, last 2 years+611%––
Advisory staff1431
Individual clients1,657177119
Assets per client$38K$379K$562K
Clients per advisor11859119
Main custodianAltruist––
Filing with the SEC since202320262026
Tools in their stack3––
People on Advicer.bio1431

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

ToolSlp WealthTyndall Stroud Wealth Management, LLCDi Bello Financial
Cash Management/Budgeting
MonarchUses it––
Custodial Platform
AltruistUses it––
Video Meetings & Messaging
ZoomUses it––

Custodians on Form ADV: Slp Wealth: Altruist · Tyndall Stroud Wealth Management, LLC: none listed · Di Bello Financial: none listed