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 Antolino Wealth Advisors (swap one in):+ Whitney & Company $1.49B · Rochester, NY+ Retirement Investment Advisors Inc $1.49B · Oklahoma City, OK+ Msh Capital Advisors LLC $1.35B · Scottsdale, AZ+ Hill Investment Group $1.35B · St. Louis, MO
Columbus, OH
Cincinnati, OH
Fort Wayne, IN
Assets under management$1.42B$1.51B$1.34B
Asset growth, last 2 years+64%+43%+35%
Advisory staff1239
Individual clients9444151,013
Assets per client$1.5M$3.6M$1.3M
Clients per advisor79138113
Main custodianSchwabSchwabSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack12–
People on Advicer.bio12410

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

ToolAntolino Wealth AdvisorsOpus Capital ManagementWealth Advisors Group
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
GRemindersUses it––

Custodians on Form ADV: Antolino Wealth Advisors: Schwab, Fidelity · Opus Capital Management: Schwab · Wealth Advisors Group: Schwab