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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):+ Biondo Investment Advisors LLC $1.29B · Milford, PA+ Woodstock Corporation $1.29B · Boston, MA+ Woodard & Co Asset Management Group Inc $1.17B · Bermuda Run, NC+ Oarsman Capital, Inc $1.17B · Milwaukee, WI
Portland, OR
Westlake, TX
Raleigh, NC
Assets under management$1.23B$1.29B$1.29B
Asset growth, last 2 years+21%+47%+16%
Advisory staff8149
Individual clients1,755975516
Assets per client$700K$1.3M$2.5M
Clients per advisor2197057
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack2–2
People on Advicer.bio92110

From each firm's latest Form ADV (Aug 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

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, LLCTriangle Wealth Management
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace––Uses it

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