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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 Stewardship Capital (swap one in):+ Peterson Rogers Private Wealth, LLC $177.1M · Salt Lake City, UT+ Marathon Mission, Inc. $177.1M · Latham, NY+ Kensington Financial Advisors LLC $159.9M · Roseland, NJ+ Modern Dollar Planning, LLC $159.1M · St. Louis, MO
Independence, MO
Chesterfield, MO
Lake Mary, FL
Assets under management$168.4M$177.7M$177M
Asset growth, last 2 years+159%–−11%
Advisory staff423
Individual clients38584413
Assets per client$437K$2.1M$429K
Clients per advisor9642138
Main custodianSchwabSchwabAustin Capital Trust Company, LLC
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–1–
People on Advicer.bio424

From each firm's latest Form ADV (Mar 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.

ToolStewardship CapitalConway Financial Group, LLCFamilywealth Asset Management
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Stewardship Capital: Schwab, Fidelity · Conway Financial Group, LLC: Schwab · Familywealth Asset Management: Austin Capital Trust Company, LLC, Fidelity, Schwab