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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 Mccann Wealth Strategies,Inc. (swap one in):+ Durham Wealth Management, LLC $27.6M+ Thompson & Thompson Investment Advisors, Inc. $27.6M+ Adv Investment Management $25M+ Watchtower Wealth Management, Inc. $24.8M · Elizabethtown, PA
State College, PA
Oak Brook, IL
Assets under management$26.3M$27.6M$25M
Asset growth, last 2 years––+43%
Advisory staff111
Individual clients1192863
Assets per client$221K$987K$397K
Clients per advisor1192863
Main custodian––Schwab
Filing with the SEC since202620262019
Tools in their stack–––
People on Advicer.bio111

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Mccann Wealth Strategies,Inc.: none listed · Bloomwood: none listed · Tall Pines Capital, LLC: Schwab