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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 Stock Management LLC (swap one in):+ Fund Advisors of America Inc $149.4M · Orlando, FL+ Bellingham Capital $149.2M · Bellingham, WA+ Big Sky Wealth Advisors, LLC $134.6M · Great Falls, MT+ Stonebridge Wealth Management, LLC $134.6M · Frisco, TX
Ludington, MI
Austin, TX
Assets under management$141.8M$149M$149M
Asset growth, last 2 years+215%––
Advisory staff241
Individual clients43959631
Assets per client$323K$250K$4.8M
Clients per advisor22014931
Main custodianFidelity–Schwab
Filing with the SEC since2012 or earlier20242024
Tools in their stack–13
People on Advicer.bio241

From each firm's latest Form ADV (Mar 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.

ToolStock Management LLCHarborfront Financial GroupBrookline Wealth, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Performance Reporting
Addepar––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Stock Management LLC: Fidelity, Schwab · Harborfront Financial Group: none listed · Brookline Wealth, LLC: Schwab