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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 Dudley & Shanley, Inc. (swap one in):+ Jvl Wealth Strategies $784.4M · Wyoming, MI+ Flagstar Securities, Inc. $784.3M · New York, NY+ Morangie Management LLC $706M · Vero Beach, FL+ Core Wealth Advisors, Inc. $702.1M · Lakeland, FL
Palm Beach, FL
Jacksonville Beach, FL
Houston, TX
Assets under management$746.8M$793.9M$707.3M
Asset growth, last 2 years+22%+94%+38%
Advisory staff368
Individual clients45161480
Assets per client$16.6M$4.9M$1.5M
Clients per advisor152760
Main custodianBNYFidelity–
Filing with the SEC since2012 or earlier20212014
Tools in their stack–32
People on Advicer.bio3610

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

ToolDudley & Shanley, Inc.Fortress Wealth PlanningManske Wealth Management, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
OnceHub–Uses it–

Custodians on Form ADV: Dudley & Shanley, Inc.: BNY, J.P. Morgan · Fortress Wealth Planning: Fidelity · Manske Wealth Management, LLC: none listed