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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 Stoke Capital (swap one in):+ Delvaux Wealth Management $91.5M+ Combs Capital Partners $91.4M+ Kuleana Capital Management LLC $82.6M · Free Union, VA+ Empire Financial Group, LLC $82.6M
Naples, FL
Sarasota, FL
Assets under management$87M$91.4M$82.6M
Asset growth, last 2 years––+106%
Advisory staff112
Individual clients174697
Assets per client$5.1M$2M$851K
Clients per advisor174649
Main custodian––Altruist
Filing with the SEC since202620262023
Tools in their stack––2
People on Advicer.bio112

From each firm's latest Form ADV (Jan 2026, Feb 2026, Jul 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.

ToolStoke CapitalAulestia Wealth Management, Inc.Lake Water Advisory, LLC
Custodial Platform
Altruist––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Stoke Capital: none listed · Aulestia Wealth Management, Inc.: none listed · Lake Water Advisory, LLC: Altruist