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 Paul Winkler, Inc. (swap one in):+ Quadcap Wealth Management, LLC $1.34B · Frisco, TX+ Cypress Wealth Services, LLC $1.34B · Palm Desert, CA+ Hamilton Point Investment Advisors, LLC $1.21B · Chapel Hill, NC+ Schwerin Boyle Capital Management, Inc $1.21B · Springfield, MA
Goodlettsville, TN
Austin, TX
Knoxville, TN
Assets under management$1.28B$1.34B$1.19B
Asset growth, last 2 years+38%+41%+75%
Advisory staff141224
Individual clients2,4197212,516
Assets per client$527K$1.9M$471K
Clients per advisor17360105
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since20232012 or earlier2015
Tools in their stack––4
People on Advicer.bio111425

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 AdvisersTvamp, LLC
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Paul Winkler, Inc.: Schwab · Fmp Wealth Advisers: Schwab · Tvamp, LLC: LPL Financial, Schwab