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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+ Coastal Way Financial Group, 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%+33%
Advisory staff393
Individual clients35838251
Assets per client$195K$193K$1.3M
Clients per advisor1194217
Main custodian–SchwabSchwab
Filing with the SEC since20262012 or earlier2022
Tools in their stack2––
People on Advicer.bio393

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

ToolStewardrightAllos Investment Advisors, LLCIsgam US LLC
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Stewardright: none listed · Allos Investment Advisors, LLC: Schwab · Isgam US LLC: Schwab