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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+ Keystone Financial Planning, Inc $406.9M · Westlake, OH
Omaha, NE
Winston Salem, NC
Manhattan Beach, CA
Assets under management$428.6M$450.3M$406.9M
Asset growth, last 2 years+8%+54%+23%
Advisory staff447
Individual clients134186198
Assets per client$3.2M$2.4M$2.1M
Clients per advisor344728
Main custodianU.S. BankFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack–34
People on Advicer.bio445

From each firm's latest Form ADV (Mar 2026, Feb 2026, Jul 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 IncTimonierWomack Wealth Management, Inc.
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)–Uses itUses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Lawson Kroeker Investment Management Inc: U.S. Bank, Schwab, Morgan Stanley, First National Bank · Timonier: Fidelity · Womack Wealth Management, Inc.: Schwab, Fidelity