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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+ Copper Beech Advisors, LLC $77.9M · Malvern, PA+ On Course Financial Planning $77.8M
Crown Point, IN
Fayetteville, NY
Germantown, TN
Assets under management$82.1M$86.2M$77.9M
Asset growth, last 2 years–+11%–
Advisory staff211
Individual clients5322250
Assets per client$1.5M$388K$1.6M
Clients per advisor2722250
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack1–2
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, LLCCypress Wealth Management, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Vanguard––Uses it
Website Builders
SquarespaceUses it––