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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 Lauer Capital Management LTD (swap one in):+ Walser Wealth Management Company, A Limited Liability Company $339.2M · Tampa, FL+ Tucker Financial Group $339M · Montgomery, AL+ Heritage Asset Advisors LTD., LLP $306.6M+ Blue Sky Capital Consultants Group, Inc. $306.3M · Poway, CA
Sioux Falls, SD
Radnor, PA
Red Bank, NJ
Assets under management$322.7M$339M$339M
Asset growth, last 2 years+5%−13%+29%
Advisory staff145
Individual clients90604441
Assets per client$3.6M$561K$769K
Clients per advisor9015188
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20142017
Tools in their stack–––
People on Advicer.bio256

From each firm's latest Form ADV (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: Lauer Capital Management LTD: Schwab, Wells Fargo · Cresap, Inc.: none listed · Smallwood Wealth Management: Schwab, Pershing