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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 Wall Investment Group, Inc. (swap one in):+ Wittenberg Investments Inc. $89.3M · Troy, MI+ Financial Resources Group, LLC $89.3M · Glastonbury, CT+ Hinman Financial Planning, Inc. $80.7M · Erie, CO+ Kearney-Burch Financial Services, Inc. $80.7M
Houston, TX
Assets under management$85M$89.3M$89.2M
Asset growth, last 2 years––+15%
Advisory staff2113
Individual clients14044611
Assets per client$607K$2M$146K
Clients per advisor704447
Main custodian––Interactive Brokers
Filing with the SEC since202620262016
Tools in their stack–––
People on Advicer.bio1112

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Wall Investment Group, Inc.: none listed · Speight Asset Management, LLC: none listed · Tradeway: Interactive Brokers