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.

Wander Financial Services, LLC
Zizzi Investments
Gateway Financial

Similar in size to Wander Financial Services, LLC (swap one in):+ Park River Advisors $45.1M + Coastal Wealth Management $45.1M · New York, NY + Cool Creek Financial $40.8M + Westface Financial Advisory $40.8M

	Wander Financial Services, LLC	Zizzi Investments	Gateway Financial Northfield, OH
Assets under management	$43M	$45.1M	$40.8M
Asset growth, last 2 years	–	–	–
Advisory staff	1	2	1
Individual clients	34	78	65
Assets per client	$1.3M	$578K	$627K
Clients per advisor	34	39	65
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	1	2	6
People on Advicer.bio	1	2	1

From each firm's latest Form ADV (Apr 2026, Oct 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.