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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 Horowitz & Company, Inc. (swap one in):+ T&T Capital Management $189.8M+ Harbour Financial Resources, LTD $189.8M · Skokie, IL+ Crawford Financial Planning & Consulting $171.6M · Modesto, CA+ Yandell Investments, LLC $171M · Orlando, FL
Fort Lauderdale, FL
Pensacola, FL
Appleton, WI
Assets under management$180.7M$190.3M$189.9M
Asset growth, last 2 years+208%+31%+37%
Advisory staff221
Individual clients199323419
Assets per client$908K$589K$453K
Clients per advisor100162419
Main custodian––LPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack–1–
People on Advicer.bio221

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

ToolHorowitz & Company, Inc.Armada AdvisorsConceptual Financial Advisors, LLC
Website Builders
Wix–Uses it–

Custodians on Form ADV: Horowitz & Company, Inc.: none listed · Armada Advisors: none listed · Conceptual Financial Advisors, LLC: LPL Financial, Capital Bank & Trust