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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 Nicholson Meyer Capital Management, Inc. (swap one in):+ Stone Oak Wealth Management, LLC $355.6M · San Antonio, TX+ Griffin Black, LLC $355.5M · Redwood City, CA+ Asset Preservation Group Inc $321.2M · Grapevine, TX+ Vista Finance, LLC $320M · Clayton, MO
Kansas City, MO
Saint Louis, MO
Maple Grove, MN
Assets under management$338.1M$357.2M$355.1M
Asset growth, last 2 years+36%+218%–
Advisory staff265
Individual clients261105412
Assets per client$1.3M$3.4M$862K
Clients per advisor1311882
Main custodianFidelityFidelity–
Filing with the SEC since2012 or earlier20242024
Tools in their stack322
People on Advicer.bio265

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

ToolNicholson Meyer Capital Management, Inc.Moment Private WealthFpnavigators
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)Uses it––
Website Builders
SquarespaceUses it––
Wix–Uses it–
Client File Sharing
ShareFileUses it––
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Nicholson Meyer Capital Management, Inc.: Fidelity · Moment Private Wealth: Fidelity · Fpnavigators: none listed