Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Neumann Capital Management $630.3M · Foster City, CA+ Legacy Wealth Management, LLC $629M · Boise, ID+ Merkle Retirement Planning $568.8M · Grimes, IA+ Act Wealth Management, LLC $568.8M · Allen, TX
Greenwich, CT
Highlands Ranch, CO
Assets under management$599M$629.9M$630.2M
Asset growth, last 2 years+62%+59%+54%
Advisory staff172
Individual clients102126317
Assets per client$5.9M$5M$2M
Clients per advisor10218159
Main custodianPershingPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack12–
People on Advicer.bio182

From each firm's latest Form ADV (Apr 2026, Dec 2025, Sep 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.Rosel Wealth Management, LLC
Website Builders
SquarespaceUses it––
Wix–Uses it–
Custodial Platform
NetX360 (Pershing)–Uses it–

Custodians on Form ADV: Steginsky Capital LLC: Pershing · Searle & Co.: Pershing · Rosel Wealth Management, LLC: Schwab