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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+ Aspen Capital Management, LLC $1.34B · Boise, ID+ Van Cleef Asset Management Inc $1.21B · Beachwood, OH+ Childress Capital Advisors, LLC $1.21B · Houston, TX
Washington, DC
Austin, TX
Richmond, VA
Assets under management$1.27B$1.34B$1.34B
Asset growth, last 2 years+22%+363%−22%
Advisory staff17476
Individual clients5392,937459
Assets per client$2.4M$455K$2.9M
Clients per advisor326277
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20232018
Tools in their stack–11
People on Advicer.bio11556

From each firm's latest Form ADV (Jun 2026, Jul 2026, Oct 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 FinancialSalomon and Ludwin
CRM
SS&C Black Diamond––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Armstrong, Fleming & Moore, Inc.: Fidelity · Victory Financial: Schwab · Salomon and Ludwin: Schwab