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 Helium Advisors LLC (swap one in):+ Insight Investment Counsel $245.7M · El Segundo, CA+ Toro West Capital Advisors $245.7M · Louisville, CO+ Mangan Wealth Management $222M · Seattle, WA+ Para Wealth Advisors, Inc. $221M · Camas, WA
Vancouver, WA
Kingston, NJ
Norfolk, VA
Assets under management$233.8M$245.7M$245.6M
Asset growth, last 2 years−15%−1%+49%
Advisory staff432
Individual clients26061166
Assets per client$899K$4M$1.5M
Clients per advisor652083
Main custodianFidelitySchwabSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack31–
People on Advicer.bio522

From each firm's latest Form ADV (May 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.

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

Custodians on Form ADV: Helium Advisors LLC: Fidelity, Schwab · Global Wealth Management, LLC: Schwab, Interactive Brokers · Wealthway Financial Advisors: Schwab