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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+ Cypress Wealth Services, LLC $1.34B · Palm Desert, CA+ Hamilton Point Investment Advisors, LLC $1.21B · Chapel Hill, NC+ Tvamp, LLC $1.19B · Knoxville, TN
Goodlettsville, TN
Austin, TX
Frisco, TX
Assets under management$1.28B$1.34B$1.34B
Asset growth, last 2 years+38%+41%+74%
Advisory staff141218
Individual clients2,419721582
Assets per client$527K$1.9M$2.3M
Clients per advisor1736032
Main custodianSchwabSchwabSchwab
Filing with the SEC since20232012 or earlier2014
Tools in their stack––4
People on Advicer.bio111413

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

ToolPaul Winkler, Inc.Fmp Wealth AdvisersQuadcap Wealth Management, LLC
Client File Sharing
Box––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Tax Planning
ProConnect––Uses it

Custodians on Form ADV: Paul Winkler, Inc.: Schwab · Fmp Wealth Advisers: Schwab · Quadcap Wealth Management, LLC: Schwab, Interactive Brokers