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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+ Kooman & Associates $555.6M · Altoona, PA+ Lansing Street Advisors $555M · Ambler, PA
Leola, PA
Pittsburgh, PA
Sarasota, FL
Assets under management$589.5M$622.3M$619M
Asset growth, last 2 years–+25%+53%
Advisory staff9714
Individual clients4056401,564
Assets per client$1.5M$972K$396K
Clients per advisor4591112
Main custodianRaymond JamesLPL FinancialSchwab
Filing with the SEC since20242012 or earlier2020
Tools in their stack2––
People on Advicer.bio9618

From each firm's latest Form ADV (Apr 2026, Jun 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 FinancialTactive Advisors, LLC
E-Signature
Adobe SignUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Master's Wealth Management Inc.: Raymond James · Hapanowicz Financial: LPL Financial · Tactive Advisors, LLC: Schwab, Goldman Sachs