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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 Lawson Kroeker Investment Management Inc (swap one in):+ M1 Capital Management LLC $450.4M · Troy, MI+ Global Trust $450.2M · Palm Beach Gardens, FL+ Fifth Force Management $406.9M · Dallas, TX+ Womack Wealth Management, Inc. $406.9M · Manhattan Beach, CA
Omaha, NE
Winston Salem, NC
Westlake, OH
Assets under management$428.6M$450.3M$406.9M
Asset growth, last 2 years+8%+54%+19%
Advisory staff442
Individual clients134186117
Assets per client$3.2M$2.4M$3.5M
Clients per advisor344759
Main custodianU.S. BankFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–3–
People on Advicer.bio441

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.

ToolLawson Kroeker Investment Management IncTimonierKeystone Financial Planning, Inc
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Lawson Kroeker Investment Management Inc: U.S. Bank, Schwab, Morgan Stanley, First National Bank · Timonier: Fidelity · Keystone Financial Planning, Inc: Schwab, Nationwide Advisory Solutions