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 Phillip B. White Co., Inc (swap one in):+ Baer Wealth Management $334.7M · Marietta, GA+ 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
Seattle, WA
Assets under management$318.7M$336.7M$302.7M
Asset growth, last 2 years+30%−9%+29%
Advisory staff242
Individual clients243209152
Assets per client$1.3M$1.6M$2M
Clients per advisor1225276
Main custodian–Schwab–
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack–13
People on Advicer.bio263

From each firm's latest Form ADV (Mar 2026, Apr 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 WealthBreakwater Investment Management
CRM
Envestnet Tamarac––Uses it
HubSpot–Uses it–
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Phillip B. White Co., Inc: none listed · Assembly Wealth: Schwab · Breakwater Investment Management: none listed