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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 Northwest Financial Services Inc (swap one in):+ Oakwell Private Wealth Management $668.1M · Austin, TX+ Irc Wealth $666.7M · Atlanta, GA+ Avaii Wealth Management, LLC $602.8M · Appleton, WI+ Wealth Advisory Solutions, LLC $599.1M · Zionsville, IN
Indianapolis, IN
West Linn, OR
Bloomington, IN
Assets under management$634.9M$667.2M$595.6M
Asset growth, last 2 years+53%–+56%
Advisory staff9421
Individual clients3772321,078
Assets per client$1.7M$2.9M$552K
Clients per advisor425851
Main custodianSchwabFidelityRaymond James
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack21–
People on Advicer.bio9411

From each firm's latest Form ADV (Mar 2026, Jul 2026, Feb 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.

ToolNorthwest Financial Services IncVeridan WealthCfci
Client File Sharing
ShareFileUses it––
Financial Planning
eMoney–Uses it–
Performance Reporting
AddeparUses it––

Custodians on Form ADV: Northwest Financial Services Inc: Schwab · Veridan Wealth: Fidelity · Cfci: Raymond James