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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 Tolsma Investments, LLC (swap one in):+ Stewart Wealth Management, Inc. $581.5M · San Rafael, CA+ Rtw Financial Advisors Inc $581M · Dallas, TX+ Core Planning $525M · Ofallon, MO+ 5th Street Advisors, LLC $524.5M · Southport, CT
Denver, CO
Houston, TX
Assets under management$552.7M$580.5M$580.5M
Asset growth, last 2 years+43%+196%+78%
Advisory staff1216
Individual clients2154572
Assets per client$2.6M$12.9M$8.1M
Clients per advisor215235
Main custodianFidelitySchwabSchwab
Filing with the SEC since202020152015
Tools in their stack114
People on Advicer.bio1223

From each firm's latest Form ADV (Apr 2026, Jul 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.

ToolTolsma Investments, LLCKeystone Global Partners LLCMosaic Advisors
Schedule Apps
Calendly–Uses it–
OnceHubUses it––
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
Performance Reporting
Addepar––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Tolsma Investments, LLC: Fidelity, Schwab · Keystone Global Partners LLC: Schwab · Mosaic Advisors: Schwab