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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 Stivers Wealth Management (swap one in):+ Goldstone Portfolios Incorporated $29.1M+ Safe Harbor Wealth Management, LLC $29M · Dublin, OH+ Wealth2b $26.2M+ Gary M. Martinez $26.2M · Mulvane, KS
Knoxville, TN
Cincinnati, OH
Assets under management$27.6M$29.1M$26.2M
Asset growth, last 2 years––+257%
Advisory staff221
Individual clients578817
Assets per client$485K$330K$1.5M
Clients per advisor294417
Main custodian––Raymond James
Filing with the SEC since202620262017
Tools in their stack–1–
People on Advicer.bio221

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

ToolStivers Wealth ManagementDinergyBrick Street Equity Management, LLC
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Stivers Wealth Management: none listed · Dinergy: none listed · Brick Street Equity Management, LLC: Raymond James