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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):+ Marathon Mission, Inc. $177.1M · Latham, NY+ Familywealth Asset Management $177M · Lake Mary, FL+ Kensington Financial Advisors LLC $159.9M · Roseland, NJ+ Steady Returns $159.8M
Independence, MO
Chesterfield, MO
St. Louis, MO
Assets under management$168.4M$177.7M$159.1M
Asset growth, last 2 years+159%–+58%
Advisory staff421
Individual clients38584153
Assets per client$437K$2.1M$1M
Clients per advisor9642153
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20242023
Tools in their stack–16
People on Advicer.bio422

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, LLCModern Dollar Planning, LLC
Website Builders
Squarespace––Uses it
Webflow–Uses it–
Advisor Lead Gen
Fee-Only Network––Uses it
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Stewardship Capital: Schwab, Fidelity · Conway Financial Group, LLC: Schwab · Modern Dollar Planning, LLC: Fidelity