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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 Orchid Advisory (swap one in):+ Nfwm $311.9M · Plano, TX+ Two Point Capital Management, Inc. $310.5M · Pittsford, NY+ Worth Advisors $280.7M · Charlotte, NC+ Wilson & Boucher Capital Management, LLC $280.4M
Dallas, TX
San Antonio, TX
Manhattan Beach, CA
Assets under management$295.7M$311.9M$280.3M
Asset growth, last 2 years+137%+63%+52%
Advisory staff242
Individual clients1534988
Assets per client$19.7M$894K$3.2M
Clients per advisor88744
Main custodianSchwab–Schwab
Filing with the SEC since20232012 or earlier2021
Tools in their stack––1
People on Advicer.bio341

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

ToolOrchid AdvisoryGlass Wealth Management Co., LLCFamily Financial
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Orchid Advisory: Schwab · Glass Wealth Management Co., LLC: none listed · Family Financial: Schwab, Fidelity