Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Wingstem Wealth, LLC (swap one in):+ Mitchell Advisory Inc $94.2M · Reston, VA+ Circle N Advisors, LLC $94.2M · Fishkill, NY+ Donahue Financial Group $85.2M+ Fintegrity $85.2M
West Columbia, SC
Canton, OH
Broadview Heights, OH
Assets under management$89.7M$94.2M$94.2M
Asset growth, last 2 years––+137%
Advisory staff214
Individual clients86123184
Assets per client$1M$766K$512K
Clients per advisor4312346
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack––1
People on Advicer.bio214

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

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.

ToolWingstem Wealth, LLCLyke FinancialCunningham Wealth Management
Client File Sharing
ShareFile––Uses it