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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 Walsh Advisors (swap one in):+ Veritas Financial Consulting LLC $86.2M · Monrovia, CA+ Mace Capital Management, LLC $86.2M · New York, NY+ Cypress Wealth Management, LLC $77.9M · Germantown, TN+ On Course Financial Planning $77.8M
Crown Point, IN
Fayetteville, NY
Malvern, PA
Assets under management$82.1M$86.2M$77.9M
Asset growth, last 2 years–+11%–
Advisory staff211
Individual clients53222128
Assets per client$1.5M$388K$609K
Clients per advisor27222128
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack1–3
People on Advicer.bio2–1

From each firm's latest Form ADV (Jan 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

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.

ToolWalsh AdvisorsEagan Capital Management, LLCCopper Beech Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion––Uses it
Website Builders
SquarespaceUses it––