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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):+ Mccarthy Wealth & Tax Advisors $202M · Springboro, OH+ Great River Financial $201.9M · Plymouth, MN+ Summit Wealth Group, LLC $182.5M · Tulsa, OK+ Wold Financial Group $182.5M · Mendota Heights, MN
Higganum, CT
Killingworth, CT
Tulsa, OK
Assets under management$192.1M$203.4M$202.1M
Asset growth, last 2 years+55%+40%+68%
Advisory staff235
Individual clients159272501
Assets per client$1.2M$748K$403K
Clients per advisor8091100
Main custodianSEISchwabSchwab
Filing with the SEC since202320212012 or earlier
Tools in their stack–––
People on Advicer.bio556

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Spurstone: SEI · Wj Financial Advisors, LLC: Schwab · J M Brown Financial Partners: Schwab, American Funds