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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 Point Windward Advisors, Inc. (swap one in):+ Strategic Planning, Inc. $376.6M · Columbus, OH+ Kleinfelder Capital, Inc. $376.6M · Cincinnati, OH+ Rochester Financial Services $340.6M+ The Mathes Company, Inc. $339.8M · New York, NY
New York, NY
Scottsdale, AZ
Pittsford, NY
Assets under management$358.6M$376.6M$340.2M
Asset growth, last 2 years+15%+27%+33%
Advisory staff845
Individual clients27896440
Assets per client$1.3M$3.9M$773K
Clients per advisor352488
Main custodianPershingFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–52
People on Advicer.bio646

From each firm's latest Form ADV (Jun 2026, 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.

ToolPoint Windward Advisors, Inc.Intelligent CapitalworksPost Resch Tallon Group
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)–Uses it–
Advisor Lead Gen
Wealthtender–Uses it–
Client Data Gathering
Jotform––Uses it
CRM
SS&C Black Diamond–Uses it–
Schedule Apps
Acuity Scheduling–Uses it–

Custodians on Form ADV: Point Windward Advisors, Inc.: Pershing · Intelligent Capitalworks: Fidelity · Post Resch Tallon Group: Schwab, AssetMark, SEI