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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 Lawrence Wealth Management (swap one in):+ Bootpack Financial Partners, LLC $83.2M+ Mcfarland Associates $83.2M · Monterey, CA+ Arkin Financial Advisors, LLC $75.2M · Savannah, GA+ Skybox Financial Group LLC $75.2M · Middleburg Heights, OH
Columbia, SC
Waterville, NY
Assets under management$79.2M$83.2M$75.2M
Asset growth, last 2 years+147%–+69%
Advisory staff132
Individual clients4954296
Assets per client$1.6M$1.5M$254K
Clients per advisor4918148
Main custodianSchwab–Schwab
Filing with the SEC since201620262021
Tools in their stack–21
People on Advicer.bio132

From each firm's latest Form ADV (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.

ToolLawrence Wealth ManagementPendleton Street Advisors, LLCKane Financial
Schedule Apps
Calendly–Uses itUses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Lawrence Wealth Management: Schwab · Pendleton Street Advisors, LLC: none listed · Kane Financial: Schwab