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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+ Manske Wealth Management, LLC $707.3M · Houston, TX+ Core Wealth Advisors, Inc. $702.1M · Lakeland, FL
Palm Beach, FL
Jacksonville Beach, FL
Vero Beach, FL
Assets under management$746.8M$793.9M$706M
Asset growth, last 2 years+22%+94%–
Advisory staff364
Individual clients4516196
Assets per client$16.6M$4.9M$7.4M
Clients per advisor152724
Main custodianBNYFidelity–
Filing with the SEC since2012 or earlier20212024
Tools in their stack–32
People on Advicer.bio36–

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 PlanningMorangie Management LLC
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
Addepar––Uses it
Schedule Apps
OnceHub–Uses it–
Website Builders
Wix––Uses it

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