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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 Moneywatch Advisors, Inc. (swap one in):+ Long Road Investment Counsel, LLC $346.4M · Kalamazoo, MI+ Gebhardt Group, Inc $346.4M · Lafayette, CA+ Melone Private Wealth, LLC $313.2M · Auburn Hills, MI+ Jpc Wealth Management, Inc. $312.7M · Petaluma, CA
Lexington, KY
Lexington, KY
Assets under management$329.7M$349M$313M
Asset growth, last 2 years+57%+70%+113%
Advisory staff3102
Individual clients3841,813253
Assets per client$859K$193K$1.2M
Clients per advisor128181127
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack5–1
People on Advicer.bio292

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

ToolMoneywatch Advisors, Inc.Fwg Investments, LLCScott Marsh Financial, LLC
Client Data Gathering
JotformUses it––
Client File Sharing
ShareFileUses it––
CRM
HubSpot––Uses it
Custodial Platform
Charles SchwabUses it––
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Moneywatch Advisors, Inc.: none listed · Fwg Investments, LLC: Fidelity · Scott Marsh Financial, LLC: Schwab