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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):+ Stewardship Partners Investment Counsel, Inc. $73.2M+ Cedar Valley Capital LLC $73.2M · Roswell, GA+ Isgam US LLC $66.2M · West Palm Beach, FL+ Morris Wealth Management $66.2M · Anderson, CA
Wichita, KS
Overland Park, KS
West Palm Beach, FL
Assets under management$69.7M$73.6M$66.2M
Asset growth, last 2 years–+44%–
Advisory staff391
Individual clients35838285
Assets per client$195K$193K$779K
Clients per advisor1194285
Main custodian–Schwab–
Filing with the SEC since20262012 or earlier2026
Tools in their stack2––
People on Advicer.bio391

From each firm's latest Form ADV (Jul 2026, May 2026, Jan 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, LLCCoastal Way Financial Group, LLC
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Stewardright: none listed · Allos Investment Advisors, LLC: Schwab · Coastal Way Financial Group, LLC: none listed