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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+ Fai Advisors, Inc. $302M · Farmington Hills, MI+ Bluestone Wealth Management LLC $272.9M · Keene, NH+ Knox Wealth Partners Advisory $272.9M · Knoxville, TN
Seattle, WA
Bellingham, WA
Silverdale, WA
Assets under management$287.3M$304.5M$272M
Asset growth, last 2 years+38%+100%+56%
Advisory staff483
Individual clients422684302
Assets per client$681K$445K$901K
Clients per advisor10686101
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since202120232021
Tools in their stack2–1
People on Advicer.bio574

From each firm's latest Form ADV (Aug 2026, Sep 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 InvestParker Financial LLC
Custodial Platform
Charles SchwabUses it––
Schedule Apps
OnceHub––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Martin Nelson & Co., Inc.: Schwab, Hilltop Securities Inc. · West Invest: LPL Financial · Parker Financial LLC: Fidelity