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 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+ Cfci $595.6M · Bloomington, IN
Indianapolis, IN
West Linn, OR
Zionsville, IN
Assets under management$634.9M$667.2M$599.1M
Asset growth, last 2 years+53%–−10%
Advisory staff948
Individual clients377232678
Assets per client$1.7M$2.9M$884K
Clients per advisor425885
Main custodianSchwabFidelityWells Fargo
Filing with the SEC since2012 or earlier20242017
Tools in their stack21–
People on Advicer.bio949

From each firm's latest Form ADV (Mar 2026, Jul 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 WealthWealth Advisory Solutions, LLC
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 · Wealth Advisory Solutions, LLC: Wells Fargo, Schwab