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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 Moyer Wealth Management (swap one in):+ Lawrence Wealth Management $79.2M+ Queenbridge Capital, LLC $79.1M · Pittsford, NY+ Hendrickson Financial Services, LLC $71.6M · Dickinson, ND+ Momentum Private Wealth Management $71.5M · Cedar Park, TX
Boone, NC
Miami, FL
Assets under management$75.3M$79.1M$71.5M
Asset growth, last 2 years––+570%
Advisory staff233
Individual clients101186393
Assets per client$746K$425K$182K
Clients per advisor5162131
Main custodian–––
Filing with the SEC since202620262019
Tools in their stack31–
People on Advicer.bio231

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

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.

ToolMoyer Wealth ManagementFortis Wealth ManagementBankshop, LLC
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––
Website Builders
Squarespace–Uses it–