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 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+ Post Resch Tallon Group $340.2M · Pittsford, NY
New York, NY
Scottsdale, AZ
New York, NY
Assets under management$358.6M$376.6M$339.8M
Asset growth, last 2 years+15%+27%+15%
Advisory staff845
Individual clients27896210
Assets per client$1.3M$3.9M$1.6M
Clients per advisor352442
Main custodianPershingFidelity–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–5–
People on Advicer.bio64–

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 CapitalworksThe Mathes Company, Inc.
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Advisor Lead Gen
Wealthtender–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 · The Mathes Company, Inc.: none listed