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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 Redwood Money (swap one in):+ Incomar Investments, LLC $91.9M · Sugar Land, TX+ Farnsley Advisors $91.8M · Louisville, KY+ Pecora Capital LLC $83M · Miami, FL+ Crutchfield Advisors, Inc $83M · Apex, NC
Pasadena, CA
Assets under management$87.4M$91.8M$91.9M
Asset growth, last 2 years–+227%−43%
Advisory staff322
Individual clients10827298
Assets per client$809K$3.4M$308K
Clients per advisor3614149
Main custodian–SchwabSchwab
Filing with the SEC since202620202012 or earlier
Tools in their stack41–
People on Advicer.bio212

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

ToolRedwood MoneyVida Private Wealth LLCWoodmont Advisory Group, Inc.
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Betterment Advisor SolutionsUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Redwood Money: none listed · Vida Private Wealth LLC: Schwab · Woodmont Advisory Group, Inc.: Schwab, Fidelity, Dreyfus Institutional Dept, Guggenheim Investments