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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 Paul Winkler, Inc. (swap one in):+ Payne Capital Management, LLC $1.34B · New York, NY+ Quadcap Wealth Management, LLC $1.34B · Frisco, TX+ Hamilton Point Investment Advisors, LLC $1.21B · Chapel Hill, NC+ Tvamp, LLC $1.19B · Knoxville, TN
Goodlettsville, TN
Austin, TX
Palm Desert, CA
Assets under management$1.28B$1.34B$1.34B
Asset growth, last 2 years+38%+41%+98%
Advisory staff141214
Individual clients2,419721825
Assets per client$527K$1.9M$1.6M
Clients per advisor1736059
Main custodianSchwabSchwabSchwab
Filing with the SEC since20232012 or earlier2017
Tools in their stack–––
People on Advicer.bio111414

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Paul Winkler, Inc.: Schwab · Fmp Wealth Advisers: Schwab · Cypress Wealth Services, LLC: Schwab