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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 Stableford Capital LLC (swap one in):+ Toomey Investment Management, Inc $321M · Wallingford, CT+ Hw Capital LLC $321M · Santa Monica, CA+ Gimbal Financial, LLC $290M · Carmel, IN+ Retirement Portfolios, LLC $290M · Lawrence, KS
Scottsdale, AZ
Austin, TX
Tucson, AZ
Assets under management$305.3M$321M$325.1M
Asset growth, last 2 years+13%+19%+44%
Advisory staff313
Individual clients92119270
Assets per client$3.3M$2.7M$1.2M
Clients per advisor3111990
Main custodianFidelitySchwabLPL Financial
Filing with the SEC since201420242019
Tools in their stack1––
People on Advicer.bio513

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

ToolStableford Capital LLCFounder Family Financial, LLCTreiberg Wealth Management
Website Builders
WebflowUses it––

Custodians on Form ADV: Stableford Capital LLC: Fidelity · Founder Family Financial, LLC: Schwab · Treiberg Wealth Management: LPL Financial