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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 Family Wms, LLC (swap one in):+ Alliance Wealth Advisors, LLC $601.1M · Scranton, PA+ Olio Financial Planning $600.5M · Mclean, VA+ Weaver Capital Management, LLC $537.8M · Suwanee, GA+ Novapoint Capital LLC $536.2M · Atlanta, GA
Athens, GA
San Juan, PR
Excelsior, MN
Assets under management$571.6M$600.9M$601.1M
Asset growth, last 2 years−14%+40%+71%
Advisory staff375
Individual clients61254346
Assets per client$9.4M$2.4M$1.7M
Clients per advisor203669
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182018
Tools in their stack141
People on Advicer.bio374

From each firm's latest Form ADV (Feb 2026, Jul 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

1 tool 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.

ToolFamily Wms, LLCAton Financial LLCModus Advisors, LLC
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
CRM
SS&C Black DiamondUses itUses itUses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Family Wms, LLC: Schwab · Aton Financial LLC: Schwab, Goldman Sachs · Modus Advisors, LLC: Schwab