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.

Investall, Inc.
Wmw Management, Inc.
Saposh & Malter, Inc.

	Investall, Inc. New York, NY	Wmw Management, Inc. Farmington, UT	Saposh & Malter, Inc. White Plains, NY
Assets under management	$26.2M	$27.5M	$24.6M
Asset growth, last 2 years	−10%	–	–
Advisory staff	9	1	2
Individual clients	6,999	30	16
Assets per client	$4K	$917K	$1.5M
Clients per advisor	778	30	8
Main custodian	Morgan Stanley	–	–
Filing with the SEC since	2017	2026	2026
Tools in their stack	–	–	–
People on Advicer.bio	–	1	2

From each firm's latest Form ADV (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

Investall, Inc.
Wmw Management, Inc.
Saposh & Malter, Inc.

Advisory staff

Investall, Inc.
Wmw Management, Inc.
Saposh & Malter, Inc.

Individual clients

Investall, Inc.
Wmw Management, Inc.
Saposh & Malter, Inc.

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Investall, Inc.: Morgan Stanley · Wmw Management, Inc.: none listed · Saposh & Malter, Inc.: none listed