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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+ Daniel Krug & Associates $145.1M · Clarkston, MI+ Gci Financial Group $145.1M · Mendham, NJ
Denver, CO
Olympia, WA
Assets under management$152.8M$160.5M$145.1M
Asset growth, last 2 years+17%+25%+33%
Advisory staff113
Individual clients15172215
Assets per client$10.2M$933K$675K
Clients per advisor1517272
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20212021
Tools in their stack––5
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

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, IncStapp Wealth Management, PLLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Tax Planning
ProConnect––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Stw Associates: Schwab · Collier Financial, Inc: LPL Financial · Stapp Wealth Management, PLLC: Schwab