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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 Phillip B. White Co., Inc (swap one in):+ Trisperity Advisors, LLC $335.2M · Katy, TX+ Weik Capital Management $334.7M · Wyomissing, PA+ Core Financial $301.7M · El Segundo, CA+ Westwood Wealth Management $300.4M · Los Angeles, CA
San Luis Obispo, CA
Mill Valley, CA
Marietta, GA
Assets under management$318.7M$336.7M$334.7M
Asset growth, last 2 years+30%−9%+42%
Advisory staff242
Individual clients243209263
Assets per client$1.3M$1.6M$1.3M
Clients per advisor12252132
Main custodian–SchwabSchwab
Filing with the SEC since20192012 or earlier2020
Tools in their stack–12
People on Advicer.bio262

From each firm's latest Form ADV (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.

ToolPhillip B. White Co., IncAssembly WealthBaer Wealth Management
CRM
HubSpot–Uses it–
Planning Light
Advyzon––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Phillip B. White Co., Inc: none listed · Assembly Wealth: Schwab · Baer Wealth Management: Schwab, Ascensus Trust, Reliance Trust Company