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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 Tencap Wealth Coaching (swap one in):+ Stonecrop Wealth Advisors, LLC $299.5M · West Chester, PA+ Stonepath Wealth Management $299.5M · Traverse City, MI+ Bias Investors $270.6M · Hamilton+ Athos Private Wealth LLC $268.5M · Holladay, UT
South Jordan, UT
Swartz Creek, MI
Fishers, IN
Assets under management$285M$299.5M$270.7M
Asset growth, last 2 years–+26%+38%
Advisory staff723
Individual clients736639161
Assets per client$387K$469K$1.7M
Clients per advisor10532054
Main custodian–SchwabSchwab
Filing with the SEC since20242012 or earlier2017
Tools in their stack12–
People on Advicer.bio823

From each firm's latest Form ADV (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.

ToolTencap Wealth CoachingSecurity First FinancialCbg & Company, Inc.
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Tencap Wealth Coaching: none listed · Security First Financial: Schwab · Cbg & Company, Inc.: Schwab, Morgan Stanley