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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 Regency Wealth Management (swap one in):+ Little House Capital, LLC $675.2M · Braintree, MA+ Allegiance Financial Group $675M · Vienna, VA+ Wise Planning, Inc. $610.3M+ Hoopoe Advisors $610M · Boston, MA
Ramsey, NJ
Akron, IA
Lacey, WA
Assets under management$642.6M$675.2M$610.4M
Asset growth, last 2 years+33%+37%+38%
Advisory staff4171
Individual clients2871,514437
Assets per client$2.2M$446K$1.4M
Clients per advisor7289437
Main custodianFidelitySchwabAmerican Funds Distributors, Inc.
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack5–7
People on Advicer.bio7171

From each firm's latest Form ADV (Oct 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.

ToolRegency Wealth ManagementRda Financial NetworkWeinand Financial, Inc.
Custodial Platform
Wealthscape (Fidelity)Uses it–Uses it
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
SEI––Uses it
Client File Sharing
ShareFileUses it––
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Regency Wealth Management: Fidelity · Rda Financial Network: Schwab · Weinand Financial, Inc.: American Funds Distributors, Inc., Schwab