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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 Stockbridge Wealth Partners (swap one in):+ O'brien Capital Advisors, LLC $20.2M · Sapulpa, OK+ Rln Wealth $20.1M · Plymouth, MN+ Mckenna & Sullivan Inc $18.2M · Southampton, PA+ Orf Capital Management $18.2M
Birmingham, AL
Reno, NV
Assets under management$19.2M$20.1M$18.2M
Asset growth, last 2 years––−30%
Advisory staff111
Individual clients1001030
Assets per client$192K$2M$607K
Clients per advisor1001030
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack6––
People on Advicer.bio111

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

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.

ToolStockbridge Wealth PartnersQuantwealth Advisors LLCKlaraos, LLC
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses it––