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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 Vineyard Family Wealth Advisors (swap one in):+ Winthrop Partners - Epa, LLC $82.2M · Orchard, NY+ Sr Financial Services, Inc. $82M+ Worthwhile Wealth Council $74.2M · Johnson City, TN+ Hawley Advisors $74.2M · Walnut Creek, CA
Houston, TX
Crown Point, IN
Des Moines, IA
Assets under management$78.1M$82.1M$82.1M
Asset growth, last 2 years+86%––
Advisory staff122
Individual clients1353252
Assets per client$6M$1.5M$326K
Clients per advisor1327126
Main custodianSchwab––
Filing with the SEC since202120262026
Tools in their stack51–
People on Advicer.bio122

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

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.

ToolVineyard Family Wealth AdvisorsWalsh AdvisorsLongenecker Financial Services
Client File Sharing
BoxUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Vineyard Family Wealth Advisors: Schwab · Walsh Advisors: none listed · Longenecker Financial Services: none listed