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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+ Modus Advisors, LLC $601.1M · Excelsior, MN+ Weaver Capital Management, LLC $537.8M · Suwanee, GA+ Novapoint Capital LLC $536.2M · Atlanta, GA
Athens, GA
San Juan, PR
Mclean, VA
Assets under management$571.6M$600.9M$600.5M
Asset growth, last 2 years−14%+40%+87%
Advisory staff378
Individual clients61254368
Assets per client$9.4M$2.4M$1.6M
Clients per advisor203646
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182017
Tools in their stack143
People on Advicer.bio3712

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

ToolFamily Wms, LLCAton Financial LLCOlio Financial Planning
CRM
SS&C Black DiamondUses itUses it–
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
Website Builders
Squarespace––Uses it
Wix–Uses it–
Financial Planning
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: Family Wms, LLC: Schwab · Aton Financial LLC: Schwab, Goldman Sachs · Olio Financial Planning: Schwab