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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 Founders Capital Management, LLC (swap one in):+ Bentoak Capital $969.8M · Weatherford, TX+ Lifeworks Advisors, LLC $966.7M · Grand Rapids, MI+ Leisure Capital Management, Inc. $874M · Costa Mesa, CA+ Affinity Wealth Management LLC $872.5M · Wilmington, DE
Hartford, CT
Troy, MI
Cincinnati, OH
Assets under management$920.3M$968.7M$872.6M
Asset growth, last 2 years+33%–+37%
Advisory staff4124
Individual clients2179572,884
Assets per client$4.2M$1M$303K
Clients per advisor5480721
Main custodianSchwabFidelityRaymond James
Filing with the SEC since2012 or earlier20242022
Tools in their stack171
People on Advicer.bio495

From each firm's latest Form ADV (Feb 2026, Jul 2026, Apr 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.

ToolFounders Capital Management, LLCCarrera Capital AdvisorsGearhart & Associates
Custodial Platform
Charles SchwabUses itUses it–
Raymond James––Uses it
Wealthscape (Fidelity)–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Founders Capital Management, LLC: Schwab · Carrera Capital Advisors: Fidelity · Gearhart & Associates: Raymond James