Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Piecapital (swap one in):+ Stone Securities Inc. $72.5M · Clarks Green, PA+ Mdrn Wealth $72.5M · Venice, CA+ Center Peak Financial $65.5M · Durham, NC+ Holland Capital Management LLC $65.1M · Charlotte, NC
Raleigh, NC
Charlotte, NC
Littleton, CO
Assets under management$69M$73.2M$72.4M
Asset growth, last 2 years––+89%
Advisory staff225
Individual clients223088
Assets per client$3.1M$2.4M$823K
Clients per advisor111518
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack34–
People on Advicer.bio225

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

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.

ToolPiecapitalDyer & Company, L.l.c.Hebert Advisory Services Inc
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Planning Light
AdvyzonUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace–Uses it–