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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 Heinz Investments (swap one in):+ Faire Capital Group $101.8M · Gig Harbor, WA+ Maclachlan Wealth Management $101.7M · Bellevue, WA+ Walnut Green Asset Management, LLC $92M · Wilmington, DE+ Meringoff Wealth Management Group, LLC $91.9M
Atlanta, GA
La Jolla, CA
Assets under management$96.8M$101.8M$91.9M
Asset growth, last 2 years––+37%
Advisory staff223
Individual clients6813264
Assets per client$1.4M$771K$1.4M
Clients per advisor346621
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack–14
People on Advicer.bio223

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

ToolHeinz InvestmentsClear Wealth ManagementMundoval Capital Management, Inc.
CRM
HubSpot––Uses it
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Heinz Investments: none listed · Clear Wealth Management: none listed · Mundoval Capital Management, Inc.: Schwab, BNY