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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 Modern Dollar Planning, LLC (swap one in):+ Armory Capital Management, LLC $167.1M · Syracuse, NY+ Trg Investment Advisors, LLC $167.1M · Denver, CO+ Horizons Sustainable Financial Services, Inc. $151.2M · Santa Fe, NM+ Cope Connelly $151.1M · Arlington, VA
St. Louis, MO
Independence, MO
Lancaster, PA
Assets under management$159.1M$168.4M$151.2M
Asset growth, last 2 years+58%+159%+42%
Advisory staff142
Individual clients15338574
Assets per client$1M$437K$2M
Clients per advisor1539637
Main custodianFidelitySchwabSchwab
Filing with the SEC since20232012 or earlier2022
Tools in their stack6––
People on Advicer.bio242

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

ToolModern Dollar Planning, LLCStewardship CapitalOmicron Advisors, LLC
Advisor Lead Gen
Fee-Only NetworkUses it––
CRM
Envestnet TamaracUses it––
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Modern Dollar Planning, LLC: Fidelity · Stewardship Capital: Schwab, Fidelity · Omicron Advisors, LLC: Schwab