Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Carswell Investments, LLC $322.5M · East Syracuse, NY+ Wynn Capital $320.2M · Augusta, GA
Augusta, GA
Saint Louis, MO
Lebanon, OH
Assets under management$339.6M$357.2M$322.3M
Asset growth, last 2 years+43%+218%+57%
Advisory staff563
Individual clients269105508
Assets per client$1.3M$3.4M$634K
Clients per advisor5418169
Main custodianSchwabFidelityRaymond James
Filing with the SEC since2012 or earlier20242022
Tools in their stack521
People on Advicer.bio564

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

ToolAp Wealth ManagementMoment Private WealthKapstone Financial Advisors LLC
Custodial Platform
Charles SchwabUses it––
Raymond James––Uses it
Advisor Lead Gen
Fee-Only NetworkUses it––
CRM
SS&C Black Diamond–Uses 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 · Kapstone Financial Advisors LLC: Raymond James