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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 Stangier Wealth Management (swap one in):+ Proactive Wealth Strategies, LLC $315.8M · Marietta, GA+ Kenora Financial, LLC $315.8M · Des Plaines, IL+ Physician Family Financial Advisors Inc $284.9M · Beaverton, OR+ Capital Financial Planners $284.8M · Salem, OR
Clackamas, OR
Charlotte, NC
Surrey
Assets under management$300.4M$315.8M$316M
Asset growth, last 2 years+43%+44%+36%
Advisory staff485
Individual clients496190544
Assets per client$606K$1.7M$581K
Clients per advisor12424109
Main custodianAxos ClearingSchwabNational Bank Financial Inc.
Filing with the SEC since201720212012 or earlier
Tools in their stack–2–
People on Advicer.bio271

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

ToolStangier Wealth ManagementSparta Wealth PartnersPacifica Partners Capital Management
Email & Office Suites
Microsoft 365–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Stangier Wealth Management: Axos Clearing · Sparta Wealth Partners: Schwab, Ira Club, Interactive Brokers · Pacifica Partners Capital Management: National Bank Financial Inc.