Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Brick Street Equity Management, LLC $26.2M
Knoxville, TN
Cincinnati, OH
Mulvane, KS
Assets under management$27.6M$29.1M$26.2M
Asset growth, last 2 years–––
Advisory staff221
Individual clients578888
Assets per client$485K$330K$298K
Clients per advisor294488
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–1–
People on Advicer.bio221

From each firm's latest Form ADV (Oct 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.

ToolStivers Wealth ManagementDinergyGary M. Martinez
Proposal Generation/Sales Enablement
Nitrogen–Uses it–