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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 Buswell Associates, Inc. (swap one in):+ Montanari Financial Advisors Inc. $35.5M+ Mohawk Capital Advisors, LLC $35.5M+ Hedgefield Wealth Management $32.1M+ Lal LTD. $32.1M
Pittsburgh, PA
New York, NY
Assets under management$33.8M$35.5M$32.1M
Asset growth, last 2 years–––
Advisory staff153
Individual clients477310
Assets per client$720K$487K$3.2M
Clients per advisor47153
Main custodian–––
Filing with the SEC since202620262023
Tools in their stack–3–
People on Advicer.bio151

From each firm's latest Form ADV (Apr 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.

ToolBuswell Associates, Inc.Neptune WealthMavros Capital Management, LLC
Custodial Platform
Charles Schwab–Uses it–
E-Signature
DocuSign–Uses it–
Website Builders
Webflow–Uses it–