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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 Stevens Capital Partners (swap one in):+ Warner Financial, Inc $851.8M · Bethesda, MD+ Affinity Capital Advisors LLC $851.3M · Berkeley, CA+ Hourglass Capital, LLC $768.9M · Houston, TX+ Grant Street Asset Management Inc $768.9M · Canonsburg, PA
Omaha, NE
Norfolk, NE
Santa Barbara, CA
Assets under management$810.3M$862.3M$850.9M
Asset growth, last 2 years+168%+35%+60%
Advisory staff10228
Individual clients6615,5741,974
Assets per client$1.2M$155K$431K
Clients per advisor66253247
Main custodianFidelitySchwabSchwab
Filing with the SEC since20212012 or earlier2022
Tools in their stack–13
People on Advicer.bio8189

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

ToolStevens Capital PartnersMcmill CPA and AdvisorsChannel Wealth, LLC
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it

Custodians on Form ADV: Stevens Capital Partners: Fidelity · Mcmill CPA and Advisors: Schwab · Channel Wealth, LLC: Schwab