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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):+ Kohmann Bosshard Financial Services, LLC. $1.12B · Akron, OH+ Clg LLC $1.12B · Long Beach, CA+ Lafleur & Godfrey Private Wealth Management $1.02B · Grand Rapids, MI+ Henrickson Nauta Wealth Advisors, Inc. $998.5M · Belmont, MI
Brighton, MI
Novi, MI
Holland, MI
Assets under management$1.07B$1.13B$1.13B
Asset growth, last 2 years+352%+4%+29%
Advisory staff32618
Individual clients2,6903182,438
Assets per client$398K$3.6M$462K
Clients per advisor8453135
Main custodianSchwabSchwabFidelity
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio51417

From each firm's latest Form ADV (Aug 2026, Oct 2026, Sep 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.Lvz, Inc.
Portfolio Management
OrionUses it––
Schedule Apps
YouCanBookMeUses it––

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