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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 Local Wealth Advisors (swap one in):+ Manor Road Capital Partners, LLC $5.6M+ Bldr Wealth LLC $5.6M · Shawnee, KS+ Stonewealth Advisors, LLC $5.1M · Coral Gables, FL+ 1st Financial LLC $5M · New Port Richey, FL
Naples, FL
Assets under management$5.3M$5.6M$5.1M
Asset growth, last 2 years–––
Advisory staff111
Individual clients292225
Assets per client$184K$255K$203K
Clients per advisor292225
Main custodian–––
Filing with the SEC since202620222026
Tools in their stack3––
People on Advicer.bio111

From each firm's latest Form ADV (Sep 2026, Apr 2022, Oct 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.

ToolLocal Wealth AdvisorsHorizon Investment Counsel LLCLkl Advisors
Advisor Lead Gen
Fee-Only NetworkUses it––
WealthtenderUses it––
Schedule Apps
CalendlyUses it––