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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
Santa Barbara, CA
Assets under management$108.1M$114.5M$102.6M
Asset growth, last 2 years−80%+34%–
Advisory staff541
Individual clients10036241
Assets per client$1.1M$316K$2.5M
Clients per advisor209141
Main custodianSchwabSchwab–
Filing with the SEC since20182012 or earlier2026
Tools in their stack––1
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

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.

ToolLaidlaw Wealth Management LLCEngleson & AssociatesLucent Wealth Planning, LLC
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Laidlaw Wealth Management LLC: Schwab · Engleson & Associates: Schwab · Lucent Wealth Planning, LLC: none listed