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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 Massey, Joshua (swap one in):+ Gaskin Wealth Management $99.3M · Moraga, CA+ Timpanogos Financial Advisors, Inc. $99.2M · Orem, UT+ Pathfinder Financial Services, LLC $89.7M+ Wingstem Wealth, LLC $89.7M · West Columbia, SC
Los Angeles, CA
Assets under management$94.5M$99.2M$99.3M
Asset growth, last 2 years+41%+29%–
Advisory staff122
Individual clients7959120
Assets per client$1.2M$1.7M$828K
Clients per advisor793060
Main custodian–––
Filing with the SEC since2012 or earlier2012 or earlier2026
Tools in their stack––4
People on Advicer.bio122

From each firm's latest Form ADV (Feb 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

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.

ToolMassey, JoshuaHenney Wealth ManagementGreat Oak Wealth Management, Inc
Custodial Platform
Altruist––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it