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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 Stonebridge Financial Group, LLC (swap one in):+ Guyasuta Investment Advisors, Incorporated $2.44B · Pittsburgh, PA+ Ethos Financial Group, LLC $2.42B · King Of Prussia, PA+ Transamerica Financial Advisors, LLC $2.11B · Philadelphia, PA+ Quadrant Private Wealth Management, LLC $2.1B · Center Valley, PA
Wormleysburg, PA
Malvern, PA
Newtown Square, PA
Assets under management$2.28B$2.42B$2.39B
Asset growth, last 2 years+44%+94%+102%
Advisory staff2166
Individual clients1,2871,5902,105
Assets per client$1.8M$1.5M$1.1M
Clients per advisor61265351
Main custodianSchwabFidelity–
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack4–2
People on Advicer.bio2576

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

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.

ToolStonebridge Financial Group, LLCTraynor Capital ManagementNewsquare Capital, LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it–Uses it
Digital Marketing
WealthReachUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Stonebridge Financial Group, LLC: Schwab · Traynor Capital Management: Fidelity · Newsquare Capital, LLC: none listed