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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 Vanweelden Wealth Management, LLC (swap one in):+ White Oak Financial Management, Inc $143.5M · Asheville, NC+ Mayfield Advisors, Inc. $143.5M · Palo Alto, CA+ Vida Wealth Partners, Inc. $129.6M · Santa Barbara, CA+ Maclendon Wealth Management, LLC $129.6M · Delray Beach, FL
West Chester Township, OH
Columbus, OH
Akron, OH
Assets under management$136.5M$143.6M$129.1M
Asset growth, last 2 years––+370%
Advisory staff221
Individual clients203170149
Assets per client$672K$845K$867K
Clients per advisor10285149
Main custodianSchwab––
Filing with the SEC since202420262012 or earlier
Tools in their stack–––
People on Advicer.bio322

From each firm's latest Form ADV (Mar 2026, Sep 2026, Feb 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Vanweelden Wealth Management, LLC: Schwab · Sheikh Investments, Inc.: none listed · Alpha Asset Management: none listed