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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):+ Financial Pathway LLC $16.6M+ Ursa Financial, LLC $16.6M+ Retirement Solutions $15M+ Pro Tax Financial Services, LLC $15M · Mesa, AZ
Billings, MT
Elkhart, IN
Highlands Ranch, CO
Assets under management$15.8M$16.6M$16.6M
Asset growth, last 2 years–––
Advisory staff112
Individual clients665933
Assets per client$239K$281K$503K
Clients per advisor665917
Main custodian–––
Filing with the SEC since201620262026
Tools in their stack–22
People on Advicer.bio112

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

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 WealthRoots First Wealth Management
Portfolio Management
Blueleaf–Uses it–
Orion––Uses it
Schedule Apps
Calendly–Uses itUses it