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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 Vision Capital Management Inc (swap one in):+ Woodstock Corporation $1.29B · Boston, MA+ Triangle Wealth Management $1.29B · Raleigh, NC+ Woodard & Co Asset Management Group Inc $1.17B · Bermuda Run, NC+ Financial Perspectives $1.17B · Minneapolis, MN
Portland, OR
Westlake, TX
Milwaukee, WI
Assets under management$1.23B$1.29B$1.17B
Asset growth, last 2 years+21%+47%+66%
Advisory staff81413
Individual clients1,755975670
Assets per client$700K$1.3M$1.7M
Clients per advisor2197052
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack2––
People on Advicer.bio92114

From each firm's latest Form ADV (Aug 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.

ToolVision Capital Management IncMeristead Wealth, LLCOarsman Capital, Inc
CRM
Envestnet TamaracUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Vision Capital Management Inc: Schwab, Fidelity · Meristead Wealth, LLC: Pershing · Oarsman Capital, Inc: Schwab