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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 Stw Associates (swap one in):+ Bountiful Investment Management LLC $160.5M · Rumford, RI+ Kropog Financial Group, LLC $160.5M · Mandeville, LA+ Stapp Wealth Management, PLLC $145.1M · Olympia, WA+ Daniel Krug & Associates $145.1M · Clarkston, MI
Denver, CO
Mendham, NJ
Assets under management$152.8M$160.5M$145.1M
Asset growth, last 2 years+17%+25%–
Advisory staff113
Individual clients15172130
Assets per client$10.2M$933K$1.1M
Clients per advisor1517243
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20212024
Tools in their stack–––
People on Advicer.bio–13

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

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

Custodians on Form ADV: Stw Associates: Schwab · Collier Financial, Inc: LPL Financial · Gci Financial Group: Schwab