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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 Stonecrop Wealth Advisors, LLC (swap one in):+ Vista Advisor Group, LLC $314.6M · Walnut Creek, CA+ Define Financial, LLC $314.6M · San Diego, CA+ Open Window Financial Solutions, LTD. $284.4M · Reno, NV+ Oaktree Advisors LLC $282.8M · Coopersburg, PA
West Chester, PA
Pittsburgh, PA
Oakland, CA
Assets under management$299.5M$314.7M$314.6M
Asset growth, last 2 years+27%+41%–
Advisory staff632
Individual clients1,18529276
Assets per client$253K$1.1M$4.1M
Clients per advisor1989738
Main custodianFidelitySchwabSchwab
Filing with the SEC since201920192024
Tools in their stack32–
People on Advicer.bio432

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

ToolStonecrop Wealth Advisors, LLCWms Wealth PlannersGranite Capital
Website Builders
Squarespace–Uses it–
WixUses it––
CRM
Envestnet TamaracUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Stonecrop Wealth Advisors, LLC: Fidelity · Wms Wealth Planners: Schwab · Granite Capital: Schwab