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.

Tangent Financial
Wj Consulting LLC
Investable

Similar in size to Tangent Financial (swap one in):+ Dtcarson Asset Management $550K + Row Your Own Boat $544K + Nct Advisors $487K + Oceanair Wealth $486K

	Tangent Financial	Wj Consulting LLC	Investable
Assets under management	$518K	$545K	$490K
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	1
Individual clients	5	5	80
Assets per client	$104K	$109K	$6K
Clients per advisor	5	5	80
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2024
Tools in their stack	1	–	–
People on Advicer.bio	1	1	1

From each firm's latest Form ADV (May 2026, Jan 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

Tangent Financial
Wj Consulting LLC
Investable

Advisory staff

Tangent Financial
Wj Consulting LLC
Investable

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.

ToolTangent FinancialWj Consulting LLCInvestable

Website Builders

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