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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 Worth Advisors (swap one in):+ Krane Financial Solutions $295M · Calabasas, CA+ Stewardship Trust Advisors $294.9M · Grandville, MI+ Woodside Wealth Management $266.6M · Sudbury, MA+ Tassel Capital Management, Inc $266M · Matthews, NC
Charlotte, NC
Maitland, FL
Austin, TX
Assets under management$280.7M$294.9M$266.4M
Asset growth, last 2 years+57%+40%+21%
Advisory staff723
Individual clients451239320
Assets per client$622K$1.2M$833K
Clients per advisor64120107
Main custodianSchwabSchwabFidelity
Filing with the SEC since20212012 or earlier2019
Tools in their stack112
People on Advicer.bio7–3

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.

ToolWorth AdvisorsCarpenter, Claydon Advisors, Inc.Live Oak Investment Partners
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
Digital Marketing
MailchimpUses it––
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Worth Advisors: Schwab, Trade-PMR · Carpenter, Claydon Advisors, Inc.: Schwab · Live Oak Investment Partners: Fidelity