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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 Stewart Wealth Management, Inc. (swap one in):+ Stolper & Co., Inc. $615.7M · San Diego, CA+ Financial Alternatives, Inc. $614.8M · La Jolla, CA+ Omega Financial Group, LLC $552.4M · Santa Barbara, CA+ Crux Wealth Advisors $547.7M · Long Beach, CA
San Rafael, CA
Westlake Village, CA
Napa, CA
Assets under management$581.5M$615.7M$550.7M
Asset growth, last 2 years+69%+36%+30%
Advisory staff354
Individual clients346324460
Assets per client$1.7M$1.9M$1.2M
Clients per advisor11565115
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack––3
People on Advicer.bio286

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

ToolStewart Wealth Management, Inc.Fmb Wealth ManagementDedora Capital, Inc.
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Stewart Wealth Management, Inc.: Schwab · Fmb Wealth Management: Fidelity, Schwab · Dedora Capital, Inc.: Schwab