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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):+ Affinity Capital Advisors LLC $851.3M · Berkeley, CA+ Channel Wealth, LLC $850.9M · Santa Barbara, CA+ Hourglass Capital, LLC $768.9M · Houston, TX+ Grant Street Asset Management Inc $768.9M · Canonsburg, PA
Omaha, NE
Norfolk, NE
Bethesda, MD
Assets under management$810.3M$862.3M$851.8M
Asset growth, last 2 years+168%+35%+58%
Advisory staff10224
Individual clients6615,574256
Assets per client$1.2M$155K$3.3M
Clients per advisor6625364
Main custodianFidelitySchwabSchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio8184

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.

ToolStevens Capital PartnersMcmill CPA and AdvisorsWarner Financial, Inc
CRM
HubSpot–Uses it–

Custodians on Form ADV: Stevens Capital Partners: Fidelity · Mcmill CPA and Advisors: Schwab · Warner Financial, Inc: Schwab