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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 Canopus Wealth Management (swap one in):+ Alliance Wealth Advisors $88.4M · Carbondale, IL+ Whealth Advisors $88.3M · Red Bank, NJ+ Gps Financial Group, LLC $79.8M · Grand Rapids, MI+ Walstad Investment Counsel, Inc. $79.8M · Santa Barbara, CA
Louisville, KY
Atlanta, GA
Fort Wayne, IN
Assets under management$84.1M$88.4M$79.8M
Asset growth, last 2 years–+11%–
Advisory staff312
Individual clients4228134
Assets per client$2M$3.2M$596K
Clients per advisor142867
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack–13
People on Advicer.bio312

From each firm's latest Form ADV (May 2026, 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

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.

ToolCanopus Wealth ManagementWorthscape, LLCArena Wealth Management LLC
Website Builders
Webflow–Uses it–
Wix––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it