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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):+ Endeavor Financial Advisors, LLC $79.2M+ Lawrence Wealth Management $79.2M+ Hendrickson Financial Services, LLC $71.6M · Dickinson, ND+ Momentum Private Wealth Management $71.5M · Cedar Park, TX
Boone, NC
Pittsford, NY
Assets under management$75.3M$79.1M$79.1M
Asset growth, last 2 years––+12%
Advisory staff233
Individual clients10118658
Assets per client$746K$425K$1.4M
Clients per advisor516219
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack311
People on Advicer.bio233

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

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

Custodians on Form ADV: Moyer Wealth Management: none listed · Fortis Wealth Management: none listed · Queenbridge Capital, LLC: Schwab