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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 Stylus Capital LLC (swap one in):+ Regent Wealth Management, Inc. $75.7M · Tulsa, OK+ Centauri Advisory Group, Inc. $75.7M · Zelienople, PA+ Shield Wealth Advisors $68.4M · Williamsville, NY+ Caruso and Company, P.a., Certified Public Accountants $68.4M · Deerfield Beach, FL
Istanbul
Birmingham, AL
Assets under management$72M$75.7M$68.4M
Asset growth, last 2 years+69%––
Advisory staff121
Individual clients629064
Assets per client$1.2M$841K$1.1M
Clients per advisor624564
Main custodianInteractive Brokers––
Filing with the SEC since201620262026
Tools in their stack–4–
People on Advicer.bio–31

From each firm's latest Form ADV (Mar 2026, Apr 2026, Aug 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.

ToolStylus Capital LLCShepherd Wealth PartnersAnderson Asset Management
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Stylus Capital LLC: Interactive Brokers · Shepherd Wealth Partners: none listed · Anderson Asset Management: none listed