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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):+ One Advisory Partners, LLC $369.5M · Overland Park, KS+ 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
Kearney, NE
Assets under management$351.4M$369.1M$369.1M
Asset growth, last 2 years+84%+11%+262%
Advisory staff6510
Individual clients667306931
Assets per client$527K$1.2M$397K
Clients per advisor1116193
Main custodianSchwabSchwabFidelity
Filing with the SEC since20232012 or earlier2023
Tools in their stack335
People on Advicer.bio6413

From each firm's latest Form ADV (Sep 2026, Mar 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 LLCStonebridge Wealth Systems LLC
Custodial Platform
Charles SchwabUses it–Uses it
Wealthscape (Fidelity)––Uses it
Portfolio Management
Blueleaf––Uses it
Orion––Uses it
Schedule Apps
CalendlyUses it––
OnceHub–Uses it–
Advisor Lead Gen
Fee-Only Network–Uses it–
CRM
Envestnet Tamarac–Uses it–
Financial Planning
RightCapital (Right Capital)––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Swan Capital: Schwab · Baron Financial Group LLC: Schwab · Stonebridge Wealth Systems LLC: Fidelity, Schwab