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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):+ Define Financial, LLC $314.6M · San Diego, CA+ Granite Capital $314.6M · Oakland, CA+ Open Window Financial Solutions, LTD. $284.4M · Reno, NV+ Benningfield Financial Advisors, LLC $284.3M · San Francisco, CA
West Chester, PA
Pittsburgh, PA
Coopersburg, PA
Assets under management$299.5M$314.7M$282.8M
Asset growth, last 2 years+27%+41%+143%
Advisory staff633
Individual clients1,185292386
Assets per client$253K$1.1M$733K
Clients per advisor19897129
Main custodianFidelitySchwabFidelity
Filing with the SEC since201920192024
Tools in their stack32–
People on Advicer.bio437

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 PlannersOaktree Advisors LLC
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 · Oaktree Advisors LLC: Fidelity