Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Cedar Valley Capital LLC $73.2M · Roswell, GA+ 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
Assets under management$69.7M$73.6M$73.2M
Asset growth, last 2 years–+44%+52%
Advisory staff393
Individual clients358382142
Assets per client$195K$193K$516K
Clients per advisor1194247
Main custodian–SchwabFidelity
Filing with the SEC since20262012 or earlier2012 or earlier
Tools in their stack2–1
People on Advicer.bio392

From each firm's latest Form ADV (Jul 2026, May 2026, Dec 2025). 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, LLCStewardship Partners Investment Counsel, Inc.
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Stewardright: none listed · Allos Investment Advisors, LLC: Schwab · Stewardship Partners Investment Counsel, Inc.: Fidelity