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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 Pittenger & Anderson Inc (swap one in):+ Roffman Miller Associates Inc $3.2B · Philadelphia, PA+ Lutz Financial $3.19B · Omaha, NE+ Regal Investment Advisors LLC $2.88B · Kentwood, MI+ Capital Counsel LLC $2.87B · New York, NY
Lincoln, NE
Mclean, VA
San Diego, CA
Assets under management$3.03B$3.19B$2.88B
Asset growth, last 2 years+22%+22%+36%
Advisory staff14298
Individual clients8941,442540
Assets per client$3.4M$2.2M$5.3M
Clients per advisor645068
Main custodianSchwabSchwabMorgan Stanley
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack–31
People on Advicer.bio14255

From each firm's latest Form ADV (Jan 2026, Sep 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

Individual clients

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.

ToolPittenger & Anderson IncBogart Wealth, LLCLm Advisors LLC
Custodial Platform
Charles Schwab–Uses it–
Vanguard–Uses it–
CRM
SS&C Black Diamond–Uses it–
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Pittenger & Anderson Inc: Schwab · Bogart Wealth, LLC: Schwab · Lm Advisors LLC: Morgan Stanley, J.P. Morgan