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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 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+ Mos Capital, Inc. $230M
Tyrone, GA
Houston, TX
Boise, ID
Assets under management$242.2M$254.3M$230.1M
Asset growth, last 2 years+24%+16%–
Advisory staff3254
Individual clients113737150
Assets per client$2.1M$345K$1.5M
Clients per advisor382938
Main custodianFidelity–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack3–4
People on Advicer.bio3264

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.Scratch Capital
Website Builders
Squarespace––Uses it
WebflowUses it––
WixUses it––
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly––Uses it

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