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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 Candela Financial (swap one in):+ Firetower Advisors $24K+ Ebquant, LLC $23K+ Wehling Investment Management $18K · North Richland Hills, TX+ Jet Stream Wealth Management $18K
Toledo, OH
Assets under management$21K$24K$19K
Asset growth, last 2 years–––
Advisory staff111
Individual clients12–
Assets per client$21K$12K–
Clients per advisor12–
Main custodian–––
Filing with the SEC since202620242026
Tools in their stack–13
People on Advicer.bio111

From each firm's latest Form ADV (Sep 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

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.

ToolCandela FinancialEcho Financial Advisors, LLCExponential Advisors LLC
Website Builders
Webflow––Uses it
Wix–Uses it–
Advisor Lead Gen
Wealthtender––Uses it
Schedule Apps
Calendly––Uses it