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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+ Good Harbor Advisors, Inc. $333.7M · Gloucester, MA
Fair Lawn, NJ
Overland Park, KS
Assets under management$351.4M$369.1M$369.5M
Asset growth, last 2 years+84%+11%+82%
Advisory staff659
Individual clients667306314
Assets per client$527K$1.2M$1.2M
Clients per advisor1116135
Main custodianSchwabSchwabSchwab
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack335
People on Advicer.bio647

From each firm's latest Form ADV (Sep 2026, Apr 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 LLCOne Advisory Partners, LLC
Advisor Lead Gen
Fee-Only Network–Uses it–
Wealthtender––Uses it
CRM
Envestnet Tamarac–Uses it–
SS&C Black Diamond––Uses it
Schedule Apps
CalendlyUses it–Uses it
OnceHub–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Swan Capital: Schwab · Baron Financial Group LLC: Schwab · One Advisory Partners, LLC: Schwab, Fidelity