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 Technomart Rga Inc (swap one in):+ Fpnavigators $355.1M · Maple Grove, MN+ Tompkins & Co. $355M+ 1 North Wealth Services, LLC $320.4M · Annapolis, MD+ Valuewealth Services, LLC $319M · Annapolis, MD
Baltimore, MD
Huntington Beach, CA
Seneca, SC
Assets under management$337.9M$354.9M$354.9M
Asset growth, last 2 years–+43%+17%
Advisory staff122
Individual clients70420242
Assets per client$4.8M$845K$1.5M
Clients per advisor70210121
Main custodian–SchwabPershing
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio122

From each firm's latest Form ADV (Dec 2024, May 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 ManagementHanover Advisors, Inc
Performance Reporting
AssetBook–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Technomart Rga Inc: none listed · Clay Northam Wealth Management: Schwab · Hanover Advisors, Inc: Pershing