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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 Wanderwealth Inc. (swap one in):+ Financial Planning for Real People PLLC $5.5M+ Virentes Capital Management LLC $5.5M+ Larsen Financial Services $4.9M+ Barton Creek Advisors, LLC $4.9M
New York, NY
South Burlington, VT
Assets under management$5.2M$5.5M$5.5M
Asset growth, last 2 years–+35%–
Advisory staff111
Individual clients132113
Assets per client$400K$261K$420K
Clients per advisor132113
Main custodian–Folio–
Filing with the SEC since202620202026
Tools in their stack–1–
People on Advicer.bio111

From each firm's latest Form ADV (Sep 2026, Mar 2026, Feb 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.

ToolWanderwealth Inc.Centerfin CapitalTrue North Financial Planning, LLC
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Wanderwealth Inc.: none listed · Centerfin Capital: Folio · True North Financial Planning, LLC: none listed