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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 Stone Pine Financial Partners (swap one in):+ 46 Peaks Investment Advisory Group $272.1M · Newtown, PA+ Magnolia Private Wealth, LLC $272.1M · Philadelphia, PA+ Legacy Solutions, LLC $243.8M · Kennett Square, PA+ Foundation Capital Management, LLC $243.8M · East Norriton, PA
Media, PA
Newtown, PA
Wyomissing, PA
Assets under management$256.8M$271.9M$271.8M
Asset growth, last 2 years+75%+46%+17%
Advisory staff435
Individual clients202183652
Assets per client$1.3M$1.5M$417K
Clients per advisor5161130
Main custodianSchwabFidelityLPL Financial
Filing with the SEC since20212012 or earlier2022
Tools in their stack5–1
People on Advicer.bio435

From each firm's latest Form ADV (Sep 2026, Mar 2026, Jun 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.

ToolStone Pine Financial PartnersCrossgate Wealth Advisors, LLCAlliance Financial
Digital Marketing
MailchimpUses it––
Snappy Kraken––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
BlueleafUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Stone Pine Financial Partners: Schwab · Crossgate Wealth Advisors, LLC: Fidelity · Alliance Financial: LPL Financial