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 Anson Analytics (swap one in):+ O'brien Investment Management, LLC $254.3M · Torrance, CA+ Madrone Investment Advisory, LLC $254.3M · San Rafael, CA+ Woodfield Financial Advisors, Inc. $230.1M · Deer Park, IL+ Scratch Capital $230.1M · Boise, ID
Tyrone, GA
Houston, TX
Assets under management$242.2M$254.3M$230M
Asset growth, last 2 years+24%+16%+25%
Advisory staff3252
Individual clients113737120
Assets per client$2.1M$345K$1.9M
Clients per advisor382960
Main custodianFidelity–Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack3–3
People on Advicer.bio3262

From each firm's latest Form ADV (Feb 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.

ToolAnson AnalyticsWestpark Wealth Advisors, Inc.Mos Capital, Inc.
Custodial Platform
Vanguard––Uses it
Wealthscape (Fidelity)––Uses it
Website Builders
WebflowUses it––
WixUses it––
Planning Light
AdvyzonUses it––
Portfolio Management
Blueleaf––Uses it

Custodians on Form ADV: Anson Analytics: Fidelity, Schwab · Westpark Wealth Advisors, Inc.: none listed · Mos Capital, Inc.: Fidelity