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 Orchid Advisory (swap one in):+ Nfwm $311.9M · Plano, TX+ Two Point Capital Management, Inc. $310.5M · Pittsford, NY+ Wilson & Boucher Capital Management, LLC $280.4M+ Family Financial $280.3M · Manhattan Beach, CA
Dallas, TX
San Antonio, TX
Charlotte, NC
Assets under management$295.7M$311.9M$280.7M
Asset growth, last 2 years+137%+63%+57%
Advisory staff247
Individual clients15349451
Assets per client$19.7M$894K$622K
Clients per advisor88764
Main custodianSchwab–Schwab
Filing with the SEC since20232012 or earlier2021
Tools in their stack––1
People on Advicer.bio347

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., LLCWorth Advisors
Digital Marketing
Mailchimp––Uses it

Custodians on Form ADV: Orchid Advisory: Schwab · Glass Wealth Management Co., LLC: none listed · Worth Advisors: Schwab, Trade-PMR