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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
Denver, CO
Assets under management$611.5M$642.4M$580.5M
Asset growth, last 2 years+42%+40%+196%
Advisory staff332
Individual clients21814945
Assets per client$2.8M$4.3M$12.9M
Clients per advisor735023
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20162015
Tools in their stack–11
People on Advicer.bio232

From each firm's latest Form ADV (Feb 2026, Mar 2026, Apr 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, LLCKeystone Global Partners LLC
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Steffes Financial, LTD: Schwab, Matrix Trust · Arjuna Capital, LLC: Schwab · Keystone Global Partners LLC: Schwab