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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 Atwob (swap one in):+ Black Capital Management, LLC $119.6M+ Hicks & Associates Wealth Management, LLC $119.6M · Cary, NC+ Federmann Financial Advisors Inc. $108.2M · Rocky Point, NY+ Newman Ladd Capital Advisors, LLC. $108.1M · Camillus, NY
Katonah, NY
New York, NY
New York, NY
Assets under management$113.9M$120.9M$108.1M
Asset growth, last 2 years+55%+28%−80%
Advisory staff215
Individual clients9750100
Assets per client$1.2M$2.4M$1.1M
Clients per advisor495020
Main custodianSchwabSchwabSchwab
Filing with the SEC since20202012 or earlier2018
Tools in their stack21–
People on Advicer.bio216

From each firm's latest Form ADV (Mar 2026, Oct 2026, Apr 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.

ToolAtwobJbglobal.com LLCLaidlaw Wealth Management LLC
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Atwob: Schwab · Jbglobal.com LLC: Schwab · Laidlaw Wealth Management LLC: Schwab