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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 Steven Ayers & Company (swap one in):+ Argenta Wealth Management $93M · North Little Rock, AR+ Cade Group, Inc. $93M · Carmel, IN+ M2 Financial LLC $84.1M · Cottonwood Heights, UT+ Houstoun Capital Management, Inc. $84.1M · Bethesda, MD
New York, NY
Brooklyn, NY
Assets under management$88.6M$93M$93M
Asset growth, last 2 years+126%+16%+55%
Advisory staff152
Individual clients6712693
Assets per client$1.3M$738K$1M
Clients per advisor672547
Main custodian–PershingPershing
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack2–4
People on Advicer.bio152

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

ToolSteven Ayers & CompanyOppenheimer + Close, LLCThinking Big Financial
Custodial Platform
Altruist––Uses it
NetX360 (Pershing)Uses it––
Advisory Fee Billing
AdvicePay––Uses it
Client File Sharing
ShareFileUses it––
Financial Planning
eMoney––Uses it
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Steven Ayers & Company: none listed · Oppenheimer + Close, LLC: Pershing · Thinking Big Financial: Pershing