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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 North Fork Financial, LLC (swap one in):+ S. Williams Capital, LLC $29.2M · New York, NY+ Bunker $29.2M · San Francisco, CA+ Emp Wealth Management LLC $26.4M+ Zurich Awes Financial Management, LLC $26.4M
Hutchinson, KS
Greenwich, CT
Mulvane, KS
Assets under management$27.8M$29.2M$26.2M
Asset growth, last 2 years+41%––
Advisory staff211
Individual clients1362688
Assets per client$204K$1.1M$298K
Clients per advisor682688
Main custodianSchwab––
Filing with the SEC since202120262026
Tools in their stack3––
People on Advicer.bio211

From each firm's latest Form ADV (Jan 2026, Oct 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.

ToolNorth Fork Financial, LLCWiley Capital PartnersGary M. Martinez
Custodial Platform
Charles SchwabUses it––
TAMP
GeoWealthUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: North Fork Financial, LLC: Schwab · Wiley Capital Partners: none listed · Gary M. Martinez: none listed