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):+ Mdrn Wealth $72.5M · Venice, CA+ 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
Las Vegas, NV
Assets under management$69M$73.2M$65.5M
Asset growth, last 2 years––+19%
Advisory staff221
Individual clients223078
Assets per client$3.1M$2.4M$840K
Clients per advisor111578
Main custodian––Schwab
Filing with the SEC since202620262016
Tools in their stack341
People on Advicer.bio221

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

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

Custodians on Form ADV: Piecapital: none listed · Dyer & Company, L.l.c.: none listed · Monocot Wealth Management, LLC: Schwab