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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 Foguth Wealth Management, LLC. (swap one in):+ Lvz, Inc. $1.13B · Holland, MI+ Kohmann Bosshard Financial Services, LLC. $1.12B · Akron, OH+ Lafleur & Godfrey Private Wealth Management $1.02B · Grand Rapids, MI+ Henrickson Nauta Wealth Advisors, Inc. $998.5M · Belmont, MI
Brighton, MI
Novi, MI
Long Beach, CA
Assets under management$1.07B$1.13B$1.12B
Asset growth, last 2 years+352%+4%+40%
Advisory staff32623
Individual clients2,6903181,434
Assets per client$398K$3.6M$784K
Clients per advisor845362
Main custodianSchwabSchwabFidelity
Filing with the SEC since20232012 or earlier2016
Tools in their stack2––
People on Advicer.bio51423

From each firm's latest Form ADV (Aug 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.

ToolFoguth Wealth Management, LLC.Provident Investment Management, Inc.Clg LLC
Portfolio Management
OrionUses it––
Schedule Apps
YouCanBookMeUses it––

Custodians on Form ADV: Foguth Wealth Management, LLC.: Schwab · Provident Investment Management, Inc.: Schwab · Clg LLC: Fidelity