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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 Master's Wealth Management Inc. (swap one in):+ Lountzis Asset Management, LLC $624.1M · Wyomissing, PA+ H Financial Management $621.9M · Canonsburg, PA+ Empirical Asset Management, LLC $560M · Wellesley, MA+ Kooman & Associates $555.6M · Altoona, PA
Leola, PA
Pittsburgh, PA
Ambler, PA
Assets under management$589.5M$622.3M$555M
Asset growth, last 2 years–+25%+46%
Advisory staff975
Individual clients405640150
Assets per client$1.5M$972K$3.7M
Clients per advisor459130
Main custodianRaymond JamesLPL FinancialSchwab
Filing with the SEC since20242012 or earlier2022
Tools in their stack2––
People on Advicer.bio966

From each firm's latest Form ADV (Apr 2026, Jun 2026, Aug 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.

ToolMaster's Wealth Management Inc.Hapanowicz FinancialLansing Street Advisors
E-Signature
Adobe SignUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Master's Wealth Management Inc.: Raymond James · Hapanowicz Financial: LPL Financial · Lansing Street Advisors: Schwab