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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 Stoney Creek Advisors LLC (swap one in):+ Townsend Financial $50.3M+ Pensinger Financial, Inc. $50.3M+ Spinnaker Asset Management Inc. $45.5M · Warwick, RI+ Auctus Wealth Management Inc. $45.4M · Philadelphia, PA
Rochester Hills, MI
Assets under management$47.9M$50.3M$50.3M
Asset growth, last 2 years–––
Advisory staff361
Individual clients16917824
Assets per client$283K$283K$2.1M
Clients per advisor563024
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack3101
People on Advicer.bio581

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

ToolStoney Creek Advisors LLCDefining WealthSatori Financial LLC
Custodial Platform
Altruist–Uses it–
Betterment Advisor Solutions–Uses it–
Charles SchwabUses it––
Financial Planning
Hazel–Uses it–
RightCapital (Right Capital)–Uses it–
Tax Planning
Holistiplan–Uses it–
Wealth.com–Uses it–
Client Data Gathering
Jotform––Uses it
Client Texting
CurrentClient–Uses it–
Communications Archiving/Monitoring
Greenboard–Uses it–
CRM
Slant (Slant CRM)–Uses it–
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses itUses it–