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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 Madrona Wealth Management LLC (swap one in):+ Worthwhile Wealth Council $74.2M · Johnson City, TN+ Hawley Advisors $74.2M · Walnut Creek, CA+ Regan Investments, Inc. $67M · Minnetonka, MN+ Zeiser Wealth Management LLC $67M · Hot Springs, AR
Darien, CT
Caledonia, MI
Assets under management$70.6M$74.1M$74.1M
Asset growth, last 2 years–+62%–
Advisory staff125
Individual clients6847140
Assets per client$1M$1.6M$529K
Clients per advisor682428
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack2––
People on Advicer.bio125

From each firm's latest Form ADV (Jan 2026, Feb 2026, Aug 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

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.

ToolMadrona Wealth Management LLCInvestors Capital Management IncAspire Wealth
CRM
SS&C Black DiamondUses it––
Website Builders
WixUses it––