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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):+ Kutz and Company Inc. $115.4M · Great Neck, NY+ Atwob $113.9M · Katonah, NY+ Clearview Financial $102.6M · Richmond, VA+ Iron Horse Capital, Inc. $102.6M
New York, NY
Rochester, NY
Harrison, NY
Assets under management$108.1M$114.5M$115M
Asset growth, last 2 years−80%+34%+49%
Advisory staff541
Individual clients100362267
Assets per client$1.1M$316K$431K
Clients per advisor2091267
Main custodianSchwabSchwabSchwab
Filing with the SEC since20182012 or earlier2021
Tools in their stack–––
People on Advicer.bio611

From each firm's latest Form ADV (Apr 2026, Mar 2026, Feb 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 · Lightedway Advisory Services, Inc.: Schwab