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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 Stewardright (swap one in):+ Leslie Gale Advisors, LLC $73.2M+ Stewardship Partners Investment Counsel, Inc. $73.2M+ Coastal Way Financial Group, LLC $66.2M · West Palm Beach, FL+ Isgam US LLC $66.2M · West Palm Beach, FL
Wichita, KS
Overland Park, KS
Roswell, GA
Assets under management$69.7M$73.6M$73.2M
Asset growth, last 2 years–+44%–
Advisory staff391
Individual clients35838266
Assets per client$195K$193K$1.1M
Clients per advisor1194266
Main custodian–Schwab–
Filing with the SEC since20262012 or earlier2025
Tools in their stack2–1
People on Advicer.bio391

From each firm's latest Form ADV (Jul 2026, May 2026, Oct 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.

ToolStewardrightAllos Investment Advisors, LLCCedar Valley Capital LLC
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Stewardright: none listed · Allos Investment Advisors, LLC: Schwab · Cedar Valley Capital LLC: none listed