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 Headland Capital (swap one in):+ Ias Wealth Management, Inc. $588.5M · The Woodlands, TX+ Kirr, Marbach & Company, LLC $587.7M · Columbus, IN+ Trinity Portfolio Advisors, LLC $530.5M · Southlake, TX+ Matheson & Rock Wealth Management, LLC $530M · Davenport, IA
Mt. Pleasant, SC
Greenwood Village, CO
Naperville, IL
Assets under management$559.3M$587.9M$530.8M
Asset growth, last 2 years–+96%+119%
Advisory staff1226
Individual clients637289418
Assets per client$878K$2M$1.3M
Clients per advisor5314570
Main custodian–FidelitySchwab
Filing with the SEC since202420232023
Tools in their stack––3
People on Advicer.bio1026

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

ToolHeadland CapitalJpl Wealth Management, LLCRai Wealth
Client Data Gathering
PreciseFP––Uses it
E-Signature
Adobe Sign––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Headland Capital: none listed · Jpl Wealth Management, LLC: Fidelity, Schwab · Rai Wealth: Schwab