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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):+ Servant Financial, LTD. $143.6M+ White Oak Financial Management, Inc $143.5M · Asheville, NC+ Vida Wealth Partners, Inc. $129.6M · Santa Barbara, CA+ Alpha Asset Management $129.1M · Akron, OH
West Chester Township, OH
Columbus, OH
Palo Alto, CA
Assets under management$136.5M$143.6M$143.5M
Asset growth, last 2 years––+36%
Advisory staff224
Individual clients20317038
Assets per client$672K$845K$3.8M
Clients per advisor1028510
Main custodianSchwab–Schwab
Filing with the SEC since202420262022
Tools in their stack––1
People on Advicer.bio324

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

ToolVanweelden Wealth Management, LLCSheikh Investments, Inc.Mayfield Advisors, Inc.
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Vanweelden Wealth Management, LLC: Schwab · Sheikh Investments, Inc.: none listed · Mayfield Advisors, Inc.: Schwab, Fidelity