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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 Strongtower Wealth Management, Plc (swap one in):+ Middleton & Company $131.3M · Vancouver, WA+ Conscious Capital Wealth Management, LLC $131.3M · Tampa, FL+ Hms Financial Services, LLC $118.5M · Columbia, SC+ Intelligent Investing $118.5M
Hot Springs, AR
Rochester, NY
Seattle, WA
Assets under management$125M$131.3M$131.3M
Asset growth, last 2 years−3%+112%+38%
Advisory staff531
Individual clients380114100
Assets per client$329K$1.2M$1.3M
Clients per advisor7638100
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320192017
Tools in their stack241
People on Advicer.bio422

From each firm's latest Form ADV (Sep 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.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

1 tool 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.

ToolStrongtower Wealth Management, PlcLayline AdvisorsSeattle Wealth Management LLC
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)Uses it––
Custodial Platform
Charles SchwabUses itUses itUses it
Portfolio Management
Orion–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Strongtower Wealth Management, Plc: Schwab · Layline Advisors: Schwab · Seattle Wealth Management LLC: Schwab