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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 Wabash Capital, Inc. (swap one in):+ Martin Capital Advisors, LLP $181.9M · San Antonio, TX+ Mrd, Inc. $181.7M+ Nobscot Investment Management LLC $164.2M · Wellesley, MA+ Eagle Wealth Advisors $164.1M
Terre Haute, IN
Santa Fe, NM
Overland Park, KS
Assets under management$173M$181.7M$181.8M
Asset growth, last 2 years+18%+50%+35%
Advisory staff339
Individual clients488268244
Assets per client$355K$678K$745K
Clients per advisor1638927
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20172015
Tools in their stack––1
People on Advicer.bio339

From each firm's latest Form ADV (Aug 2026, 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

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.

ToolWabash Capital, Inc.Financial Partners, LLCFreestate Advisors LLC
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Wabash Capital, Inc.: none listed · Financial Partners, LLC: Schwab · Freestate Advisors LLC: Schwab