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 Olson Tax & Financial Planning (swap one in):+ Wealthsights Investment Management, LLC $29M+ Behlke Financial $29M+ Custom Funds Management LLC $26.2M+ Warden Wealth Management, LLC $26.2M · Milwaukee, WI
Old San Juan, PR
Assets under management$27.6M$29M$29M
Asset growth, last 2 years–−63%–
Advisory staff022
Individual clients85640
Assets per client$3.5M$518K$725K
Clients per advisor–2820
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack–1–
People on Advicer.bio12–

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

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.

ToolOlson Tax & Financial PlanningBroxton Capital AdvisorsWaxman Financial
Website Builders
Wix–Uses it–