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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 Moneypro Wealth Management, LLC (swap one in):+ Crossover Capital Trading LLC $1.9M+ Lincoln Investment Advisers, LLC $1.9M+ Creative Retirement Planning, Inc. $1.7M · Sequim, WA+ Pinestar Capital Advisors LLC $1.7M
Franklin, TN
Assets under management$1.8M$1.9M$1.9M
Asset growth, last 2 years–−31%–
Advisory staff111
Individual clients782
Assets per client$258K$237K$949K
Clients per advisor782
Main custodian–Interactive Brokers–
Filing with the SEC since202620142026
Tools in their stack1––
People on Advicer.bio111

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

ToolMoneypro Wealth Management, LLCI-Cthru Inc.La Loma Capital
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Moneypro Wealth Management, LLC: none listed · I-Cthru Inc.: Interactive Brokers · La Loma Capital: none listed