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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 Helium Advisors LLC (swap one in):+ Toro West Capital Advisors $245.7M · Louisville, CO+ Wealthway Financial Advisors $245.6M · Norfolk, VA+ Phillip James Financial Co. $222.1M · Plymouth, MN+ Para Wealth Advisors, Inc. $221M · Camas, WA
Vancouver, WA
Kingston, NJ
Seattle, WA
Assets under management$233.8M$245.7M$222M
Asset growth, last 2 years−15%−1%+54%
Advisory staff432
Individual clients26061173
Assets per client$899K$4M$1.3M
Clients per advisor652087
Main custodianFidelitySchwab–
Filing with the SEC since20222012 or earlier2021
Tools in their stack311
People on Advicer.bio52–

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

ToolHelium Advisors LLCGlobal Wealth Management, LLCMangan Wealth Management
Custodial Platform
Wealthscape (Fidelity)Uses it––
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Helium Advisors LLC: Fidelity, Schwab · Global Wealth Management, LLC: Schwab, Interactive Brokers · Mangan Wealth Management: none listed