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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 &Wealth Partners (swap one in):+ Peirce Capital Management, LLC $534.1M · The Woodlands, TX+ Affiliated Private Investors LLC $533.7M · West Palm Beach, FL+ Astoria Strategic Wealth, Inc. $482.5M+ The Lewis Financial Group $482.4M · Ashburn, VA
Baltimore, MD
Houston, TX
Guilford, CT
Assets under management$508.2M$534.1M$482.4M
Asset growth, last 2 years+27%+23%+45%
Advisory staff3107
Individual clients961,138434
Assets per client$5.3M$469K$1.1M
Clients per advisor3211462
Main custodianSchwabPershingFidelity
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack–21
People on Advicer.bio396

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

Tool&Wealth PartnersRobertson Investment ManagementMonte Financial Group, LLC
CRM
HubSpot–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: &Wealth Partners: Schwab · Robertson Investment Management: Pershing, Schwab · Monte Financial Group, LLC: Fidelity