Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Longenecker Financial Services $82.1M · Des Moines, IA+ Worthwhile Wealth Council $74.2M · Johnson City, TN+ Hawley Advisors $74.2M · Walnut Creek, CA
Houston, TX
Crown Point, IN
Assets under management$78.1M$82.1M$82M
Asset growth, last 2 years+86%––
Advisory staff121
Individual clients135356
Assets per client$6M$1.5M$1.5M
Clients per advisor132756
Main custodianSchwab––
Filing with the SEC since202120262026
Tools in their stack51–
People on Advicer.bio121

From each firm's latest Form ADV (Mar 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

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 AdvisorsSr Financial Services, Inc.
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 · Sr Financial Services, Inc.: none listed