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.

Stonewealth Advisors, LLC
Basile Financial Group, Inc.
Local Wealth Advisors

Similar in size to Stonewealth Advisors, LLC (swap one in):+ Rhubarb Investments, LLC $5.3M + Dream Life Wealth Management LLC $5.3M + Investedge Planning $4.8M + Worchestershire Financial $4.8M

	Stonewealth Advisors, LLC Coral Gables, FL	Basile Financial Group, Inc. Palm Harbor, FL	Local Wealth Advisors Naples, FL
Assets under management	$5.1M	$5.4M	$5.3M
Asset growth, last 2 years	–	–	–
Advisory staff	2	2	1
Individual clients	8	23	29
Assets per client	$632K	$234K	$184K
Clients per advisor	4	12	29
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	–	–	3
People on Advicer.bio	2	2	1

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

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.

ToolStonewealth Advisors, LLCBasile Financial Group, Inc.Local Wealth Advisors

Advisor Lead Gen

Fee-Only Network––

Wealthtender––

Schedule Apps

Calendly––