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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 Awm Capital, LLC (swap one in):+ Abundance Wealth Counselors, LLC $1.56B · State College, PA+ Lvm Capital Management LTD $1.56B · Portage, MI+ Smith Group Asset Management, LLC $1.41B · Dallas, TX+ Souders Financial Advisors, LLC $1.41B · Cincinnati, OH
Phoenix, AZ
Scottsdale, AZ
Farmington, CT
Assets under management$1.49B$1.61B$1.56B
Asset growth, last 2 years+180%+18%+48%
Advisory staff28412
Individual clients455114865
Assets per client$3.3M$14.1M$1.8M
Clients per advisor162972
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820192012 or earlier
Tools in their stack3–4
People on Advicer.bio29412

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

ToolAwm Capital, LLCGlobal Strategic Nextgen OcioMjp Wealth Advisors
Website Builders
Squarespace––Uses it
WebflowUses it––
Custodial Platform
Charles SchwabUses it–Uses it
Performance Reporting
AddeparUses it––
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it

Custodians on Form ADV: Awm Capital, LLC: Schwab · Global Strategic Nextgen Ocio: Schwab, Vanguard, BNY · Mjp Wealth Advisors: Schwab