Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Financial Planning Services (swap one in):+ Powers Investment Advisory Corporation $111.6M+ Legacy Investment Strategies, LLC $111.4M · Metairie, LA+ Pawleys Investment Advisors, LLC $100.7M+ Holbrook Management, LLC $100M · Dallas, TX
The Woodlands, TX
Miami, FL
Boulder, CO
Assets under management$106M$111.3M$111.3M
Asset growth, last 2 years–+75%+92%
Advisory staff122
Individual clients4458127
Assets per client$2.4M$1.9M$877K
Clients per advisor442964
Main custodian–Schwab–
Filing with the SEC since202620222012 or earlier
Tools in their stack–15
People on Advicer.bio122

From each firm's latest Form ADV (Jan 2026, Sep 2026, Dec 2025). 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

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.

ToolFinancial Planning ServicesGoiFinancial Mountain Inc
Advisor Lead Gen
Financial Advisors (Plan the Possibilities)––Uses it
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Financial Planning Services: none listed · Goi: Schwab, Interactive Brokers · Financial Mountain Inc: none listed