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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 Armstrong, Fleming & Moore, Inc. (swap one in):+ Cypress Wealth Services, LLC $1.34B · Palm Desert, CA+ Salomon and Ludwin $1.34B · Richmond, VA+ Van Cleef Asset Management Inc $1.21B · Beachwood, OH+ Childress Capital Advisors, LLC $1.21B · Houston, TX
Washington, DC
Austin, TX
Boise, ID
Assets under management$1.27B$1.34B$1.34B
Asset growth, last 2 years+22%+363%+57%
Advisory staff17479
Individual clients5392,937443
Assets per client$2.4M$455K$3M
Clients per advisor326249
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack–14
People on Advicer.bio115510

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

ToolArmstrong, Fleming & Moore, Inc.Victory FinancialAspen Capital Management, LLC
Website Builders
Squarespace––Uses it
Wix–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Armstrong, Fleming & Moore, Inc.: Fidelity · Victory Financial: Schwab · Aspen Capital Management, LLC: Schwab