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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 Forest Asset Management LLC (swap one in):+ Rayburn West Financial Services $242.6M · Nashville, TN+ Munn Wealth Management, LLC $242.3M · Maumee, OH+ Slocum, Gordon & Co. LLP $219.2M · Newport, RI+ Madden Funds Management $217.9M · Oak Park, IL
Riverside, IL
Morton, IL
Timonium, MD
Assets under management$230.7M$242.8M$242.5M
Asset growth, last 2 years+25%+108%+25%
Advisory staff351
Individual clients106936204
Assets per client$2.2M$259K$1.2M
Clients per advisor35187204
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120232017
Tools in their stack132
People on Advicer.bio351

From each firm's latest Form ADV (Sep 2026, Aug 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.

ToolForest Asset Management LLC210 FinancialWaypoint Wealth Management
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
OrionUses itUses itUses it
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Forest Asset Management LLC: Fidelity, Schwab · 210 Financial: Schwab, Alight Financial Solutions, LLC · Waypoint Wealth Management: Schwab