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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 Moore Financial Management, Inc. (swap one in):+ Stapleton Asset Management, LLC $31.1M+ Legacy Financial Designs $31M · The Woodlands, TX+ Jackson Asset Management, Inc $28M+ Cerner Capital Management, LLC $28M · Snellville, GA
Greenville, TX
New York, NY
Assets under management$29.5M$31.1M$28M
Asset growth, last 2 years––+5%
Advisory staff118
Individual clients9311460
Assets per client$318K$272K$467K
Clients per advisor931148
Main custodian––Schwab
Filing with the SEC since202620262013
Tools in their stack61–
People on Advicer.bio1117

From each firm's latest Form ADV (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.

ToolMoore Financial Management, Inc.Financial Lifestyle ManagementDominari Securities LLC
Custodial Platform
Charles SchwabUses itUses it–
Betterment Advisor SolutionsUses it––
Client File Sharing
DropboxUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Moore Financial Management, Inc.: none listed · Financial Lifestyle Management: none listed · Dominari Securities LLC: Schwab, RBC