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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 Pantheon Investments (swap one in):+ Roger F. Woodman Jr. & Co. $3.2M+ Clym LLC $3.2M+ Lw Pacific Investments LLC $2.9M+ Jade Financial LLC $2.9M
Chattanooga, TN
Millington, TN
Orlando Park, IL
Assets under management$3M$3.2M$2.9M
Asset growth, last 2 years+104%–−45%
Advisory staff112
Individual clients189
Assets per client$3M$404K$321K
Clients per advisor185
Main custodian––Interactive Brokers
Filing with the SEC since2012 or earlier20262019
Tools in their stack1––
People on Advicer.bio112

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

ToolPantheon InvestmentsMosaic Wealth Consultants, Inc.Jt Asset Allocation LLC
Website Builders
WixUses it––

Custodians on Form ADV: Pantheon Investments: none listed · Mosaic Wealth Consultants, Inc.: none listed · Jt Asset Allocation LLC: Interactive Brokers