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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 Laidlaw Wealth Management LLC (swap one in):+ Lightedway Advisory Services, Inc. $115M · Harrison, NY+ Atwob $113.9M · Katonah, NY+ Clearview Financial $102.6M · Richmond, VA+ Iron Horse Capital, Inc. $102.6M
New York, NY
Rochester, NY
Great Neck, NY
Assets under management$108.1M$114.5M$115.4M
Asset growth, last 2 years−80%+34%+35%
Advisory staff542
Individual clients10036266
Assets per client$1.1M$316K$1.7M
Clients per advisor209133
Main custodianSchwabSchwabSchwab
Filing with the SEC since20182012 or earlier2017
Tools in their stack–––
People on Advicer.bio612

From each firm's latest Form ADV (Apr 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: Laidlaw Wealth Management LLC: Schwab · Engleson & Associates: Schwab · Kutz and Company Inc.: Schwab