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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 Wealthstone Private Wealth Management, LLC (swap one in):+ Niche Investment Advisors LLC $48.1M · King Of Prussia, PA+ Cates Fp, Cates Tax Advisory $48.1M+ Valley Oak Investment Strategies LLC $43.4M · Kalamazoo, MI+ Burton Wealth Management $43.1M · Scottsdale, AZ
Scottsdale, AZ
Sarasota, FL
Assets under management$45.7M$48M$48M
Asset growth, last 2 years––+72%
Advisory staff112
Individual clients24155236
Assets per client$1.9M$310K$203K
Clients per advisor24155118
Main custodianSchwab––
Filing with the SEC since202420262012 or earlier
Tools in their stack1––
People on Advicer.bio112

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

ToolWealthstone Private Wealth Management, LLCSwan Retirement StrategiesTonge Investments
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Wealthstone Private Wealth Management, LLC: Schwab · Swan Retirement Strategies: none listed · Tonge Investments: none listed