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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):+ Gkv Capital Management Co Inc $357.2M · Walnut Creek, CA+ Carnegie Wealth Management, LLC $357.1M · Berwyn, PA+ Kapstone Financial Advisors LLC $322.3M · Lebanon, OH+ Wynn Capital $320.2M · Augusta, GA
Augusta, GA
Saint Louis, MO
East Syracuse, NY
Assets under management$339.6M$357.2M$322.5M
Asset growth, last 2 years+43%+218%+42%
Advisory staff562
Individual clients269105171
Assets per client$1.3M$3.4M$1.9M
Clients per advisor541886
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack52–
People on Advicer.bio56–

From each firm's latest Form ADV (Jul 2026, Aug 2026, Mar 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 WealthCarswell Investments, 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––
Schedule Apps
OnceHubUses it––
Website Builders
Wix–Uses it–

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