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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 Stevard LLC (swap one in):+ Csuite Investment LLC $45.1M · San Rafael, CA+ Crest Financial, LLC $45.1M+ Senior Financial and Realty Assoc. $40.7M+ Five Points Investment Advisors, LLC $40.7M
Lewisburg, PA
Assets under management$42.9M$45M$45M
Asset growth, last 2 years−67%––
Advisory staff111
Individual clients1455167
Assets per client$3.1M$819K$270K
Clients per advisor1455167
Main custodianSchwab––
Filing with the SEC since201620262026
Tools in their stack1–2
People on Advicer.bio211

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

ToolStevard LLCBcf Law Group, LLCOmniwealth Investments LLC
CRM
SS&C Black Diamond––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Stevard LLC: Schwab · Bcf Law Group, LLC: none listed · Omniwealth Investments LLC: none listed