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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 Turnstone Financial (swap one in):+ Benchmark Wealth Management $179M · Cincinnati, OH+ Legacy Wealth Advisors, LLC $178.3M · San Jose, CA+ Clearpath Capital Partners LLC $161.3M · Menlo Park, CA+ Iron Gate Wealth Advisors, LLC $160M · Poland, OH
Troy, OH
Kettering, OH
Westerville, OH
Assets under management$169.8M$179.3M$160.2M
Asset growth, last 2 years+19%+21%–
Advisory staff123
Individual clients11318493
Assets per client$1.5M$975K$1.7M
Clients per advisor1139231
Main custodianNational Advisors Trust CompanySchwabSchwab
Filing with the SEC since20212012 or earlier2024
Tools in their stack–11
People on Advicer.bio123

From each firm's latest Form ADV (Mar 2026, Jun 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.

ToolTurnstone FinancialThe Private Investment Group, Inc.Harding Financial Group
Planning Light
Advyzon––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Turnstone Financial: National Advisors Trust Company · The Private Investment Group, Inc.: Schwab · Harding Financial Group: Schwab