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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+ Monte Financial Group, LLC $482.4M · Guilford, CT
Baltimore, MD
Houston, TX
Ashburn, VA
Assets under management$508.2M$534.1M$482.4M
Asset growth, last 2 years+27%+23%+81%
Advisory staff3103
Individual clients961,138308
Assets per client$5.3M$469K$1.6M
Clients per advisor32114103
Main custodianSchwabPershingWells Fargo
Filing with the SEC since2012 or earlier20212021
Tools in their stack–2–
People on Advicer.bio396

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

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 ManagementThe Lewis Financial Group
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: &Wealth Partners: Schwab · Robertson Investment Management: Pershing, Schwab · The Lewis Financial Group: Wells Fargo