Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Stonewealth Advisors, LLC (swap one in):+ Local Wealth Advisors $5.3M · Naples, FL+ Dream Life Wealth Management LLC $5.3M+ Investedge Planning $4.8M+ Worchestershire Financial $4.8M
Coral Gables, FL
Palm Harbor, FL
San Diego, CA
Assets under management$5.1M$5.4M$4.8M
Asset growth, last 2 years–––
Advisory staff221
Individual clients823–
Assets per client$632K$234K–
Clients per advisor412–
Main custodian–––
Filing with the SEC since202620262023
Tools in their stack–––
People on Advicer.bio221

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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.