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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 Farrell Financial (swap one in):+ Wealthcare Asset Management, LLC $210.8M · Springfield, MO+ Renaud & Company, LLC $210.7M · O'fallon, MO+ Wisdom Wealth Strategies $190.5M · Greenwood Village, CO+ Vanguard Capital $190.4M · Denver, CO
Orchard Park, NY
Garden City, NY
Needham, MA
Assets under management$200.6M$212.4M$210.8M
Asset growth, last 2 years+41%+45%+41%
Advisory staff344
Individual clients233819129
Assets per client$861K$259K$1.6M
Clients per advisor7820532
Main custodianSchwab–Fidelity
Filing with the SEC since202220172012 or earlier
Tools in their stack–––
People on Advicer.bio343

From each firm's latest Form ADV (Aug 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Farrell Financial: Schwab · Brixton Capital Wealth Advisors, LLC: none listed · Traub Capital Management: Fidelity, Schwab