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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 Swan Capital (swap one in):+ Stonebridge Wealth Systems LLC $369.1M · Kearney, NE+ Yosemite Capital Management $369M · Newport Beach, CA+ Cottage Street Advisors $333.8M · Marion, MA+ Strait & Sound $333.7M
Fair Lawn, NJ
Gloucester, MA
Assets under management$351.4M$369.1M$333.7M
Asset growth, last 2 years+84%+11%+24%
Advisory staff653
Individual clients667306245
Assets per client$527K$1.2M$1.4M
Clients per advisor1116182
Main custodianSchwabSchwabFidelity
Filing with the SEC since20232012 or earlier2018
Tools in their stack333
People on Advicer.bio644

From each firm's latest Form ADV (Sep 2026, Oct 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.

ToolSwan CapitalBaron Financial Group LLCGood Harbor Advisors, Inc.
Schedule Apps
CalendlyUses it––
OnceHub–Uses it–
Advisor Lead Gen
Fee-Only Network–Uses it–
Client Data Gathering
Jotform––Uses it
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Swan Capital: Schwab · Baron Financial Group LLC: Schwab · Good Harbor Advisors, Inc.: Fidelity