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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+ Wold Financial Group $182.5M · Mendota Heights, MN+ Clearview Wealth Management $182.4M · Charlotte, NC
Higganum, CT
Killingworth, CT
Tulsa, OK
Assets under management$192.1M$203.4M$182.5M
Asset growth, last 2 years+55%+40%+48%
Advisory staff234
Individual clients159272282
Assets per client$1.2M$748K$647K
Clients per advisor809171
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, LLCSummit Wealth Group, LLC
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Spurstone: SEI · Wj Financial Advisors, LLC: Schwab · Summit Wealth Group, LLC: Schwab