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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 Sunstone Financial (swap one in):+ B & B Financial Planning Co., Inc. $93.1M · O'fallon, MO+ Ironwood Wealth Advisors, LLC $93.1M · Scottsdale, AZ+ Dynamic Asset Management Group LLC $84.2M · Bloomfield Hills, MI+ Titan Capital Management $84.2M · Scottsdale, AZ
Chandler, AZ
Chandler, AZ
Walnut Creek, CA
Assets under management$88.7M$93.2M$93.2M
Asset growth, last 2 years––+136%
Advisory staff211
Individual clients2169035
Assets per client$411K$1M$2.7M
Clients per advisor1089035
Main custodian––Schwab
Filing with the SEC since202620262019
Tools in their stack2––
People on Advicer.bio211

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

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.

ToolSunstone FinancialInnovative Financial Solutions, Inc.Orderly Finance
Financial Planning
RightCapital (Right Capital)Uses it––
Website Builders
WixUses it––

Custodians on Form ADV: Sunstone Financial: none listed · Innovative Financial Solutions, Inc.: none listed · Orderly Finance: Schwab