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.

Stewardship Financial
Quincy Wells Advisors, LLC
Redwood Money

	Stewardship Financial Gilbert, AZ	Quincy Wells Advisors, LLC Chicago, IL	Redwood Money
Assets under management	$83.1M	$87.3M	$87.4M
Asset growth, last 2 years	–	+499%	–
Advisory staff	3	20	3
Individual clients	255	245	108
Assets per client	$326K	$357K	$809K
Clients per advisor	85	12	36
Main custodian	–	–	–
Filing with the SEC since	2026	2020	2026
Tools in their stack	–	–	4
People on Advicer.bio	3	32	2

From each firm's latest Form ADV (Apr 2026, Oct 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.