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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 Spurstone (swap one in):+ J M Brown Financial Partners $202.1M · Tulsa, OK+ Mccarthy Wealth & Tax Advisors $202M · Springboro, OH+ Summit Wealth Group, LLC $182.5M · Tulsa, OK+ Wold Financial Group $182.5M · Mendota Heights, MN
Higganum, CT
Killingworth, CT
Plymouth, MN
Assets under management$192.1M$203.4M$201.9M
Asset growth, last 2 years+55%+40%+42%
Advisory staff233
Individual clients159272136
Assets per client$1.2M$748K$1.5M
Clients per advisor809145
Main custodianSEISchwabSchwab
Filing with the SEC since202320212021
Tools in their stack––5
People on Advicer.bio553

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

ToolSpurstoneWj Financial Advisors, LLCGreat River Financial
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Spurstone: SEI · Wj Financial Advisors, LLC: Schwab · Great River Financial: Schwab