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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 Hedged Private Wealth (swap one in):+ Sikes Financial Services, LLC $4.5M · Boca Raton, FL+ Jean Pierre Masse $4.5M · Venice, FL+ Landy Investment Management LLC $4M+ Investors' Choice Advisory Services, LLC $4M · Orefield, PA
Metairie, LA
Assets under management$4.2M$4.5M$4.5M
Asset growth, last 2 years––−5%
Advisory staff311
Individual clients492622
Assets per client$87K$172K$203K
Clients per advisor162622
Main custodian––Interactive Brokers
Filing with the SEC since202620262017
Tools in their stack–––
People on Advicer.bio41–

From each firm's latest Form ADV (Jan 2026, Mar 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Hedged Private Wealth: none listed · Momentum Investment Management, LLC: none listed · Cystein: Interactive Brokers