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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 Moss, Luse & Womble, LLC (swap one in):+ American Money Management, LLC $844M · Rancho Santa Fe, CA+ Perspective Wealth Partners, LLC $843.9M · Boise, ID+ First Financial Consulting $762.6M · Pasadena, CA+ Paratus Financial, Inc. $757.4M · Dallas, TX
Plano, TX
Dallas, TX
Dallas, TX
Assets under management$803.2M$859.4M$852M
Asset growth, last 2 years+84%+36%+23%
Advisory staff21711
Individual clients4755431,178
Assets per client$1.7M$1.6M$723K
Clients per advisor2378107
Main custodianSchwabFidelitySchwab
Filing with the SEC since20192012 or earlier2017
Tools in their stack11–
People on Advicer.bio23710

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

ToolMoss, Luse & Womble, LLCProbity Advisors, Inc.Apeiron
CRM
HubSpotUses it––
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Moss, Luse & Womble, LLC: Schwab · Probity Advisors, Inc.: Fidelity, Schwab · Apeiron: Schwab, SEI