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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 Jwl & Associates, Inc. (swap one in):+ La Loma Capital $1.9M+ Pantile Investments $1.9M · Boulder, CO+ Creative Retirement Planning, Inc. $1.7M · Sequim, WA+ Pinestar Capital Advisors LLC $1.7M
Assets under management$1.8M$1.9M$1.9M
Asset growth, last 2 years––−31%
Advisory staff111
Individual clients498
Assets per client$450K$210K$237K
Clients per advisor498
Main custodian––Interactive Brokers
Filing with the SEC since202620232014
Tools in their stack–2–
People on Advicer.bio111

From each firm's latest Form ADV (Apr 2026, Apr 2023, 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.

ToolJwl & Associates, Inc.Companions on Your JourneyI-Cthru Inc.
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Jwl & Associates, Inc.: none listed · Companions on Your Journey: none listed · I-Cthru Inc.: Interactive Brokers