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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 Piecapital (swap one in):+ Mdrn Wealth $72.5M · Venice, CA+ Hebert Advisory Services Inc $72.4M · Littleton, CO+ Monocot Wealth Management, LLC $65.5M · Las Vegas, NV+ Center Peak Financial $65.5M · Durham, NC
Raleigh, NC
Charlotte, NC
Charlotte, NC
Assets under management$69M$73.2M$65.1M
Asset growth, last 2 years–––
Advisory staff221
Individual clients223046
Assets per client$3.1M$2.4M$1.4M
Clients per advisor111546
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack344
People on Advicer.bio221

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

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.Holland Capital Management LLC
Financial Planning
Envestnet MoneyGuide–Uses it–
RightCapital (Right Capital)––Uses it
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Planning Light
AdvyzonUses it–Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses it–Uses it
Website Builders
Squarespace–Uses it–