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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 Motiv8 Investments LLC (swap one in):+ Andrew Hill Investment Advisors, Inc. $231.3M · Naples, FL+ Mos Capital, Inc. $230M+ Fulcrum Wealth Advisors, LLC $208M · Bellevue, WA+ Stillwater Wealth Management Group LLC $206.6M · Juno Beach, FL
Port St Lucie, FL
Boca Raton, FL
Assets under management$219.1M$232.2M$208M
Asset growth, last 2 years+85%–+78%
Advisory staff1012
Individual clients720127195
Assets per client$304K$1.8M$1.1M
Clients per advisor7212798
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620242021
Tools in their stack––4
People on Advicer.bio1012

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

ToolMotiv8 Investments LLCReshape WealthAlere Planning LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Motiv8 Investments LLC: Schwab · Reshape Wealth: Schwab · Alere Planning LLC: Schwab