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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 Sutro Advisors (swap one in):+ Brennan Asset Management $50.9M+ Journey 1 Advisors, LLC $50.9M · Media, PA+ Cwos for Hire $46M · Saint Louis, MO+ Tyndale Investments, LLC $46M · Washington, DC
Prescott, AZ
Assets under management$48.5M$50.9M$46M
Asset growth, last 2 years––+130%
Advisory staff111
Individual clients7219745
Assets per client$673K$258K$1M
Clients per advisor7219745
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack3–1
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Feb 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

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.

ToolSutro AdvisorsFletcher Capital ManagementDogwood Capital Management
Digital Marketing
Snappy Kraken––Uses it
Proposal Generation/Sales Enablement
ElementsUses it––
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it––