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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+ Collaborative Wealth Advisors, LLC $84.2M · Westford, MA
Chandler, AZ
Chandler, AZ
Scottsdale, AZ
Assets under management$88.7M$93.2M$84.2M
Asset growth, last 2 years––−21%
Advisory staff212
Individual clients21690129
Assets per client$411K$1M$652K
Clients per advisor1089065
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack2––
People on Advicer.bio212

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.

ToolSunstone FinancialInnovative Financial Solutions, Inc.Titan Capital Management
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 · Titan Capital Management: Schwab