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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 Powers Capital Management (swap one in):+ Modern Wealth Concepts LLC $46.2M · Jenkintown, PA+ Attainable Wealth $46.1M+ Timewealth Advisors Inc. $41.7M · Mentor, OH+ Resolve Capital Management LLC $41.7M · Sioux Falls, SD
Conshohocken, PA
King Of Prussia, PA
New York, NY
Assets under management$43.9M$46.3M$46.1M
Asset growth, last 2 years––+27%
Advisory staff122
Individual clients10917940
Assets per client$403K$258K$1.2M
Clients per advisor1099020
Main custodian––Schwab
Filing with the SEC since202620262023
Tools in their stack1––
People on Advicer.bio122

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

ToolPowers Capital ManagementCooper Eagle, LLCIntegrity Advisory Partners LLC
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Powers Capital Management: none listed · Cooper Eagle, LLC: none listed · Integrity Advisory Partners LLC: Schwab