Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Anderson Asset Management $68.4M · Birmingham, AL+ Caruso and Company, P.a., Certified Public Accountants $68.4M · Deerfield Beach, FL
Istanbul
Williamsville, NY
Assets under management$72M$75.7M$68.4M
Asset growth, last 2 years+69%–+50%
Advisory staff122
Individual clients6290109
Assets per client$1.2M$841K$627K
Clients per advisor624555
Main custodianInteractive Brokers–Schwab
Filing with the SEC since201620262020
Tools in their stack–41
People on Advicer.bio–33

From each firm's latest Form ADV (Mar 2026, Apr 2026, Jan 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 PartnersShield Wealth Advisors
CRM
SS&C Black Diamond––Uses it
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 · Shield Wealth Advisors: Schwab