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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+ Columbia Advisory Partners, LLC $312.6M · Spokane, WA+ Oaktree Advisors LLC $282.8M · Coopersburg, PA+ Fcig Wealth Management, LLC $282.5M · Plainfield, CT
Old Bridge, NJ
Elmhurst, IL
Los Angeles, CA
Assets under management$297.7M$312.7M$312.7M
Asset growth, last 2 years+54%+103%+131%
Advisory staff3115
Individual clients649405135
Assets per client$459K$772K$2.3M
Clients per advisor2163727
Main custodian–FidelityFidelity
Filing with the SEC since2012 or earlier20212021
Tools in their stack1–1
People on Advicer.bio3113

From each firm's latest Form ADV (Mar 2026, May 2026, Oct 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 FinancialQca Capital Management Inc
Custodial Platform
Wealthscape (Fidelity)––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Stern Capital Management, Inc.: none listed · Wellment Financial: Fidelity · Qca Capital Management Inc: Fidelity