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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 Martin Nelson & Co., Inc. (swap one in):+ Breakwater Investment Management $302.7M · Seattle, WA+ Unconventional Investor, LLC $302.5M+ Bluestone Wealth Management LLC $272.9M · Keene, NH+ Parker Financial LLC $272M · Silverdale, WA
Seattle, WA
Bellingham, WA
Farmington Hills, MI
Assets under management$287.3M$304.5M$302M
Asset growth, last 2 years+38%+100%+21%
Advisory staff485
Individual clients422684363
Assets per client$681K$445K$832K
Clients per advisor1068673
Main custodianSchwabLPL FinancialSEI
Filing with the SEC since202120232023
Tools in their stack2––
People on Advicer.bio575

From each firm's latest Form ADV (Aug 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.

ToolMartin Nelson & Co., Inc.West InvestFai Advisors, Inc.
Custodial Platform
Charles SchwabUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Martin Nelson & Co., Inc.: Schwab, Hilltop Securities Inc. · West Invest: LPL Financial · Fai Advisors, Inc.: SEI