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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):+ Dorman Financial Management, P.a. $160.6M · Maitland, FL+ Bountiful Investment Management LLC $160.5M · Rumford, RI+ Stapp Wealth Management, PLLC $145.1M · Olympia, WA+ Daniel Krug & Associates $145.1M · Clarkston, MI
Denver, CO
Mandeville, LA
Assets under management$152.8M$160.5M$160.5M
Asset growth, last 2 years+17%+25%+37%
Advisory staff114
Individual clients15172221
Assets per client$10.2M$933K$726K
Clients per advisor1517255
Main custodianSchwabLPL FinancialLPL Financial
Filing with the SEC since2012 or earlier20212022
Tools in their stack––2
People on Advicer.bio–14

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.

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.

ToolStw AssociatesCollier Financial, IncKropog Financial Group, LLC
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Schedule Apps
OnceHub––Uses it

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