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 Stackwell (swap one in):+ Weatherby Capital, LLC $2.4M+ Scale Investment Group $2.4M+ Spar Wealth Management LLC $2.2M+ Mc Wealth Advisors LLC $2.2M
Boston, MA
Pittsfield, MA
Assets under management$2.3M$2.5M$2.4M
Asset growth, last 2 years+284%––
Advisory staff211
Individual clients3,9242–
Assets per client$588.9118246687054$1.2M–
Clients per advisor1,9622–
Main custodianApex Clearing––
Filing with the SEC since202120252026
Tools in their stack2––
People on Advicer.bio–11

From each firm's latest Form ADV (Mar 2026, Sep 2025). 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.

ToolStackwellEast River Capital Management LLCTactical Capital LLC
Digital Marketing
MailchimpUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Stackwell: Apex Clearing · East River Capital Management LLC: none listed · Tactical Capital LLC: none listed