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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+ Familywealth Asset Management $177M · Lake Mary, FL+ Kensington Financial Advisors LLC $159.9M · Roseland, NJ+ Modern Dollar Planning, LLC $159.1M · St. Louis, MO
Independence, MO
Chesterfield, MO
Latham, NY
Assets under management$168.4M$177.7M$177.1M
Asset growth, last 2 years+159%–+36%
Advisory staff424
Individual clients38584222
Assets per client$437K$2.1M$798K
Clients per advisor964256
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20242017
Tools in their stack–12
People on Advicer.bio424

From each firm's latest Form ADV (Mar 2026, Jan 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.

ToolStewardship CapitalConway Financial Group, LLCMarathon Mission, Inc.
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Stewardship Capital: Schwab, Fidelity · Conway Financial Group, LLC: Schwab · Marathon Mission, Inc.: Schwab