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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 Nw Advisory (swap one in):+ Blue Point Investment Management $79.2M · Baltimore, MD+ Pgp Wealth Services, LLC $79.2M+ Hendrickson Financial Services, LLC $71.6M · Dickinson, ND+ Momentum Private Wealth Management $71.5M · Cedar Park, TX
Assets under management$75.4M$79.2M$79.2M
Asset growth, last 2 years––+147%
Advisory staff211
Individual clients26110449
Assets per client$289K$761K$1.6M
Clients per advisor13110449
Main custodian––Schwab
Filing with the SEC since202620262016
Tools in their stack3––
People on Advicer.bio211

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

ToolNw AdvisoryEndeavor Financial Advisors, LLCLawrence Wealth Management
Custodial Platform
AltruistUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Nw Advisory: none listed · Endeavor Financial Advisors, LLC: none listed · Lawrence Wealth Management: Schwab