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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):+ Stone Securities Inc. $72.5M · Clarks Green, PA+ Hebert Advisory Services Inc $72.4M · Littleton, CO+ Center Peak Financial $65.5M · Durham, NC+ Holland Capital Management LLC $65.1M · Charlotte, NC
Raleigh, NC
Charlotte, NC
Venice, CA
Assets under management$69M$73.2M$72.5M
Asset growth, last 2 years–––
Advisory staff221
Individual clients223087
Assets per client$3.1M$2.4M$833K
Clients per advisor111587
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack343
People on Advicer.bio224

From each firm's latest Form ADV (Aug 2026, Feb 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.Mdrn Wealth
Custodial Platform
Altruist––Uses it
Charles Schwab–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
RightCapital (Right Capital)––Uses it
CRM
Envestnet Tamarac–Uses it–
Planning Light
AdvyzonUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses it–Uses it
Website Builders
Squarespace–Uses it–