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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 Maze Financial Planning (swap one in):+ Plectrum Advisers LLC $72.5M+ Stone Securities Inc. $72.5M · Clarks Green, PA+ Center Peak Financial $65.5M · Durham, NC+ Holland Capital Management LLC $65.1M · Charlotte, NC
Chapel Hill, NC
Charlotte, NC
Venice, CA
Assets under management$69M$73.2M$72.5M
Asset growth, last 2 years–––
Advisory staff121
Individual clients313087
Assets per client$2.2M$2.4M$833K
Clients per advisor311587
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack243
People on Advicer.bio124

From each firm's latest Form ADV (Mar 2026, Feb 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.

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.

ToolMaze Financial PlanningDyer & Company, L.l.c.Mdrn Wealth
Custodial Platform
Altruist––Uses it
Charles Schwab–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
RightCapital (Right Capital)––Uses it
CRM
Envestnet Tamarac–Uses it–
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–