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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 Steginsky Capital LLC (swap one in):+ Rosel Wealth Management, LLC $630.2M · Highlands Ranch, CO+ Legacy Wealth Management, LLC $629M · Boise, ID+ Act Wealth Management, LLC $568.8M · Allen, TX+ Generational Wealth Advisors $568.8M · Richardson, TX
Greenwich, CT
Grimes, IA
Assets under management$599M$629.9M$568.8M
Asset growth, last 2 years+62%+59%+70%
Advisory staff1710
Individual clients1021261,015
Assets per client$5.9M$5M$560K
Clients per advisor10218102
Main custodianPershingPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack12–
People on Advicer.bio1815

From each firm's latest Form ADV (Apr 2026, Dec 2025, Mar 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.

ToolSteginsky Capital LLCSearle & Co.Merkle Retirement Planning
Website Builders
SquarespaceUses it––
Wix–Uses it–
Custodial Platform
NetX360 (Pershing)–Uses it–

Custodians on Form ADV: Steginsky Capital LLC: Pershing · Searle & Co.: Pershing · Merkle Retirement Planning: Schwab, Fidelity