Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Naworski Investments (swap one in):+ Westlake Capital Inc $47.4M · Westlake Village, CA+ Tower Wealth Advisors, Inc. $47.4M · Wheaton, IL+ Mcm Advisory, LLC $42.9M · Richland, WA+ Baker Wealth Group LLC $42.9M · Lagrange, GA
Vancouver, B.c.
Portland, OR
Assets under management$45.1M$47.4M$47.4M
Asset growth, last 2 years–+30%–
Advisory staff122
Individual clients527579
Assets per client$868K$632K$600K
Clients per advisor523840
Main custodian–––
Filing with the SEC since202620182026
Tools in their stack1–3
People on Advicer.bio1–2

From each firm's latest Form ADV (Mar 2026, Oct 2025, 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

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.

ToolNaworski InvestmentsCadogan ParkApm Wealth
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
WixUses it––