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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 Inc. (swap one in):+ Winslow Drake, Inc. $69.8M+ Seidman Investment Portfolios $69.7M · Vineyard Haven, MA+ Fern Financial Group, LLC $63M+ Shade Tree Partners LLC $63M · Dallas, TX
Wichita, KS
Liverpool, NY
Assets under management$66.4M$69.7M$69.8M
Asset growth, last 2 years+732%–−55%
Advisory staff238
Individual clients38358197
Assets per client$1.7M$195K$354K
Clients per advisor1911925
Main custodianAltruist–Goldman Sachs
Filing with the SEC since202120262018
Tools in their stack22–
People on Advicer.bio238

From each firm's latest Form ADV (Feb 2026, Jul 2026, Aug 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 Inc.StewardrightIbn Advisory Services, Inc.
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
MailchimpUses it––
Financial Planning
eMoney–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Steward Inc.: Altruist · Stewardright: none listed · Ibn Advisory Services, Inc.: Goldman Sachs, Schwab