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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 Stern Capital Management, Inc. (swap one in):+ Brady Family Wealth, LLC $312.7M · Saint Louis, MO+ Qca Capital Management Inc $312.7M · Los Angeles, CA+ Oaktree Advisors LLC $282.8M · Coopersburg, PA+ Fcig Wealth Management, LLC $282.5M · Plainfield, CT
Old Bridge, NJ
Elmhurst, IL
Spokane, WA
Assets under management$297.7M$312.7M$312.6M
Asset growth, last 2 years+54%+103%+30%
Advisory staff31111
Individual clients649405630
Assets per client$459K$772K$496K
Clients per advisor2163757
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier20212019
Tools in their stack1––
People on Advicer.bio31118

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

ToolStern Capital Management, Inc.Wellment FinancialColumbia Advisory Partners, LLC
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Stern Capital Management, Inc.: none listed · Wellment Financial: Fidelity · Columbia Advisory Partners, LLC: Schwab