Stephen R Williams Investment Advisor LLC

Report card.

Stephen R Williams Investment Advisor LLC

From SEC Form ADV filings, advisor registrations and this firm's page on Advicer.bio, latest filing Sep 2026. Grades compare it with the typical wealth management RIA.

Firm page

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Growth

Not enough filings yet

Advisors

0 recruited, 0 left in 12 months

–

Tech stack

No stack listed yet

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Marketing

No marketing data yet

Advicer page

0 of 7 done

Growth

$11Massets under management

–asset growth, two years (typical +34%)

1advisory staff

13individual clients · $846K each

Not on Organic Growers: firms qualify by growing assets faster than the typical firm while adding staff and advisors.

Advisors won and lost

0joined from other firms

0left for other firms

0net, last 12 months

Not on Talent Magnets (RIAs that recruited 3 or more advisors in 12 months).

Firms its size

Parker Financial Planning, LLC. · Bradenton, FL · $11.6M
Farrecian Investments Inc · Wichita, KS · $11.6M
Powder Ridge Capital LP · Sagaponack, NY · $10.4M

Compare side by side

Tech stack

No tools listed yet.

What the fastest growers run

–Orion on 40.4% of their stacks
–SS&C Black Diamond on 23.4% of their stacks
–eMoney on 40.4% of their stacks
–Envestnet Tamarac on 17% of their stacks

Marketing

No marketing data for this firm yet.

Its Advicer page

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–Website · Link your website
–A line about the firm · Say who you serve, in a sentence
–Tech stack · List the tools you run (3 or more)
–Advisors linked · Have your advisors claim their pages
–Fees and minimum · Say what clients pay, and your minimum
–How you work · Lay out your process in 3 or 4 steps

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Go to the firm page

Grades: growth compares two-year asset growth with the typical wealth management RIA (A is 1.5× typical or more); advisors is A for a top 100 Talent Magnet, otherwise by net advisors in 12 months; tech stack by tools listed; marketing by the share it does of six things the fastest growers do more (testimonials, endorsements and ratings in its ads, from Form ADV 5.L; a YouTube channel, a niche and a monthly blog on its website), of those we could check; the page by how complete it is, including the fees, minimum and process prospects look for first. Assets include market gains and acquisitions. Public data only; not a recommendation.