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 Chrome Advisors (swap one in):+ Wiregrass Asset Management $159.7M · Thomasville, GA+ Zidel Financial Inc. $159.6M · Breckenridge, CO+ Aqua Capital Advisors $143.8M · Los Angeles, CA+ Mayfield Advisors, Inc. $143.5M · Palo Alto, CA
San Francisco, CA
Spokane Valley, WA
Westlake Village, CA
Assets under management$152M$159.7M$143.9M
Asset growth, last 2 years+51%+16%+21%
Advisory staff231
Individual clients84477118
Assets per client$1.8M$335K$1.2M
Clients per advisor42159118
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020192012 or earlier
Tools in their stack9––
People on Advicer.bio231

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

ToolChrome AdvisorsMoulton Wealth Management, IncHaven Capital Group
Client Data Gathering
Asset-MapUses it––
Client Meeting Support
JumpUses it––
Compliance
Claude for Financial AdvisorsUses it––
CRM
RedtailUses it––
Custodial Platform
Charles SchwabUses it––
Equity Compensation
GrantdUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Tax Planning
HolistiplanUses it––

Custodians on Form ADV: Chrome Advisors: Schwab · Moulton Wealth Management, Inc: Schwab · Haven Capital Group: Schwab