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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 Steward Financial Services, LLC (swap one in):+ Rp Zeigler Investment Services $64.7M · Peoria, IL+ Financial Solutions $64.7M · Onancock, VA+ Maxim Capital Advisors, Inc. $58.5M · Irvine, CA+ Brighter Retirement Advisors LLC $58.4M · Lehi, UT
Salt Lake City, UT
San Diego, CA
Lehi, UT
Assets under management$61.6M$64.7M$58.2M
Asset growth, last 2 years––+47%
Advisory staff112
Individual clients54349438
Assets per client$113K$1.3M$133K
Clients per advisor54349219
Main custodian––Folio
Filing with the SEC since202620262020
Tools in their stack–61
People on Advicer.bio114

From each firm's latest Form ADV (Mar 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.

ToolSteward Financial Services, LLCFocused Mission FinancialMy Prosper Team
Website Builders
Webflow––Uses it
Wix–Uses it–
Client File Sharing
ShareFile–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Steward Financial Services, LLC: none listed · Focused Mission Financial: none listed · My Prosper Team: Folio, Schwab