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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 Stonehearth Capital Management (swap one in):+ Stephenson and Company, Inc. $447M · San Clemente, CA+ Leslie Global Wealth, LLC $446.8M · Itasca, IL+ Axiom Financial Strategies Group, LLC $404.1M · New Albany, IN+ Mad River Investors $403.5M · Boston, MA
Danvers, MA
Westborough, MA
Woburn, MA
Assets under management$425.4M$448M$447.2M
Asset growth, last 2 years+31%+53%+42%
Advisory staff564
Individual clients490696597
Assets per client$868K$644K$749K
Clients per advisor98116149
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack5–1
People on Advicer.bio564

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

ToolStonehearth Capital ManagementCadence Wealth Management LLCFlagship Private Wealth
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)––Uses it
Client File Sharing
BoxUses it––
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Stonehearth Capital Management: Schwab · Cadence Wealth Management LLC: Schwab · Flagship Private Wealth: LPL Financial