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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 Ap Wealth Management (swap one in):+ Houlihan Financial Resource Group, LTD. $357.2M · Ashburn, VA+ Gkv Capital Management Co Inc $357.2M · Walnut Creek, CA+ Carswell Investments, LLC $322.5M · East Syracuse, NY+ Wynn Capital $320.2M · Augusta, GA
Augusta, GA
Saint Louis, MO
Berwyn, PA
Assets under management$339.6M$357.2M$357.1M
Asset growth, last 2 years+43%+218%+21%
Advisory staff564
Individual clients269105226
Assets per client$1.3M$3.4M$1.6M
Clients per advisor541857
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20242019
Tools in their stack521
People on Advicer.bio562

From each firm's latest Form ADV (Jul 2026, Aug 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.

ToolAp Wealth ManagementMoment Private WealthCarnegie Wealth Management, LLC
Advisor Lead Gen
Fee-Only NetworkUses it––
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––
Portfolio Management
Envestnet––Uses it
Schedule Apps
OnceHubUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Ap Wealth Management: Schwab · Moment Private Wealth: Fidelity · Carnegie Wealth Management, LLC: Schwab