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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 Valoir Wealth LLC (swap one in):+ Blue Point Investment Management $79.2M · Baltimore, MD+ Pgp Wealth Services, LLC $79.2M+ Hendrickson Financial Services, LLC $71.6M · Dickinson, ND+ Momentum Private Wealth Management $71.5M · Cedar Park, TX
Assets under management$75.4M$79.2M$79.2M
Asset growth, last 2 years––+147%
Advisory staff111
Individual clients7210449
Assets per client$1M$761K$1.6M
Clients per advisor7210449
Main custodian––Schwab
Filing with the SEC since202420262016
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Jul 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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Valoir Wealth LLC: none listed · Endeavor Financial Advisors, LLC: none listed · Lawrence Wealth Management: Schwab