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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 Howland and Associates, LLC (swap one in):+ Cornerstone Wealth Partners, LLC $145.9M · Okemos, MI+ Bluewater Wealth Advisors, LLC $145.8M · Vestavia Hills, AL+ Lmpg Wealth Advisors, LLC $131.7M · Miami, FL+ Conscious Capital Wealth Management, LLC $131.3M · Tampa, FL
St Petersburg, FL
Miami Beach, FL
The Villages, FL
Assets under management$138.7M$146.1M$145.7M
Asset growth, last 2 years+211%–+34%
Advisory staff415
Individual clients636141,261
Assets per client$2.2M$238K$116K
Clients per advisor16614252
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier20242021
Tools in their stack12–
People on Advicer.bio414

From each firm's latest Form ADV (Aug 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

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.

ToolHowland and Associates, LLCManna Wealth ManagementParady Wealth Management
Custodial Platform
Charles SchwabUses itUses it–
Digital Marketing
AdvisorStream–Uses it–

Custodians on Form ADV: Howland and Associates, LLC: none listed · Manna Wealth Management: Schwab · Parady Wealth Management: Fidelity