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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 Stapleton Financial Group (swap one in):+ Ursa Financial, LLC $16.6M+ Roots First Wealth Management $16.6M · Highlands Ranch, CO+ Jla Investment Management $15M+ Retirement Solutions $15M
Billings, MT
Elkhart, IN
Mesa, AZ
Assets under management$15.8M$16.6M$15M
Asset growth, last 2 years–––
Advisory staff111
Individual clients6659110
Assets per client$239K$281K$136K
Clients per advisor6659110
Main custodian–––
Filing with the SEC since201620262025
Tools in their stack–21
People on Advicer.bio111

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

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.

ToolStapleton Financial GroupFortified WealthPro Tax Financial Services, LLC
Portfolio Management
Blueleaf–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix––Uses it