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 Stone Securities Inc. (swap one in):+ 2260 West $76.2M · Bend, OR+ Aaron Geoffrey Turner $76.2M · Sacramento, CA+ Roland Financial Wealth Management LLC $68.7M · Erie, PA+ Gurniak Financial Advisors, Inc. $68.6M · Allentown, PA
Clarks Green, PA
Northbrook, IL
Scottsdale, AZ
Assets under management$72.5M$76.2M$76.2M
Asset growth, last 2 years–−9%–
Advisory staff421
Individual clients1026158
Assets per client$711K$1.2M$1.3M
Clients per advisor263158
Main custodian–Schwab–
Filing with the SEC since20262012 or earlier2026
Tools in their stack–11
People on Advicer.bio421

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

ToolStone Securities Inc.Capital Management ConsultantsBusine Wealth
Financial Planning
eMoney––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Stone Securities Inc.: none listed · Capital Management Consultants: Schwab · Busine Wealth: none listed