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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):+ Strategic Asset Management, LLC $35.6M · Belleville, KS+ Montanari Financial Advisors Inc. $35.5M+ Hedgefield Wealth Management $32.1M+ Mavros Capital Management, LLC $32.1M · New York, NY
Pittsburgh, PA
Assets under management$33.8M$35.5M$35.5M
Asset growth, last 2 years––−27%
Advisory staff151
Individual clients477336
Assets per client$720K$487K$987K
Clients per advisor471536
Main custodian––Interactive Brokers
Filing with the SEC since202620262014
Tools in their stack–3–
People on Advicer.bio151

From each firm's latest Form ADV (Apr 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.

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

Custodians on Form ADV: Buswell Associates, Inc.: none listed · Neptune Wealth: none listed · Mohawk Capital Advisors, LLC: Interactive Brokers