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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 Financial Services Inc. (swap one in):+ Everstar Asset Management, LLC $336.7M · Mooresville, NC+ Kilner Capital Advisors, LLC $336.7M · Gaithersburg, MD+ West Invest $304.5M · Bellingham, WA+ Penney Financial $303.5M · Houston, TX
The Woodlands, TX
Mill Valley, CA
Timonium, MD
Assets under management$320.6M$336.7M$304.5M
Asset growth, last 2 years+86%−9%+33%
Advisory staff743
Individual clients200209421
Assets per client$1.6M$1.6M$723K
Clients per advisor2952140
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since20212012 or earlier2015
Tools in their stack–1–
People on Advicer.bio764

From each firm's latest Form ADV (Mar 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.

ToolAwm Financial Services Inc.Assembly WealthHergenroeder Financial Advisors, Inc.
CRM
HubSpot–Uses it–

Custodians on Form ADV: Awm Financial Services Inc.: Schwab · Assembly Wealth: Schwab · Hergenroeder Financial Advisors, Inc.: LPL Financial