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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 Steffes Financial, LTD (swap one in):+ Regency Wealth Management $642.6M · Ramsey, NJ+ Granite Harbor Advisors, Inc. $642.1M · Houston, TX+ Mattern Wealth Management LLC $579M · Lawrence, KS+ Westward Investment Advisory $571.5M · Mission, KS
Overland Park, KS
Manchester, MA
Baltimore, MD
Assets under management$611.5M$642.4M$642.8M
Asset growth, last 2 years+42%+40%+54%
Advisory staff3321
Individual clients218149543
Assets per client$2.8M$4.3M$1.2M
Clients per advisor735026
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack–11
People on Advicer.bio2320

From each firm's latest Form ADV (Feb 2026, Mar 2026, May 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.

ToolSteffes Financial, LTDArjuna Capital, LLCChapin Davis Asset Management
Portfolio Management
Envestnet––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Steffes Financial, LTD: Schwab, Matrix Trust · Arjuna Capital, LLC: Schwab · Chapin Davis Asset Management: none listed