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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 Technomart Rga Inc (swap one in):+ Tompkins & Co. $355M+ Hanover Advisors, Inc $354.9M · Seneca, SC+ 1 North Wealth Services, LLC $320.4M · Annapolis, MD+ Valuewealth Services, LLC $319M · Annapolis, MD
Baltimore, MD
Huntington Beach, CA
Maple Grove, MN
Assets under management$337.9M$354.9M$355.1M
Asset growth, last 2 years–+43%–
Advisory staff125
Individual clients70420412
Assets per client$4.8M$845K$862K
Clients per advisor7021082
Main custodian–Schwab–
Filing with the SEC since20242012 or earlier2024
Tools in their stack–22
People on Advicer.bio125

From each firm's latest Form ADV (Dec 2024, May 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

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.

ToolTechnomart Rga IncClay Northam Wealth ManagementFpnavigators
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
AssetBook–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Technomart Rga Inc: none listed · Clay Northam Wealth Management: Schwab · Fpnavigators: none listed