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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+ Live Oak Investment Partners $266.4M · Austin, TX
Charlotte, NC
Maitland, FL
Matthews, NC
Assets under management$280.7M$294.9M$266M
Asset growth, last 2 years+57%+40%+85%
Advisory staff724
Individual clients451239240
Assets per client$622K$1.2M$1.1M
Clients per advisor6412060
Main custodianSchwabSchwabFidelity
Filing with the SEC since20212012 or earlier2021
Tools in their stack11–
People on Advicer.bio7–4

From each firm's latest Form ADV (Mar 2026, Jan 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.Tassel Capital Management, Inc
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
MailchimpUses it––

Custodians on Form ADV: Worth Advisors: Schwab, Trade-PMR · Carpenter, Claydon Advisors, Inc.: Schwab · Tassel Capital Management, Inc: Fidelity