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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 Watershed Wealth (swap one in):+ Priority Investment Services, LLC $19.6M · Freeman, SD+ Raymon Capital Advisors, LLC $19.6M+ Five Keys Private Advisors LLC $17.7M · Dallas, TX+ Bloom Investment Advisors, LLC $17.7M · San Francisco, CA
Alpena, MI
Fenton, MI
Assets under management$18.7M$19.7M$17.8M
Asset growth, last 2 years–––
Advisory staff112
Individual clients7139156
Assets per client$263K$506K$114K
Clients per advisor713978
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack41–
People on Advicer.bio112

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

ToolWatershed Wealth4square Advisory Services, Inc.Sandos Financial
Custodial Platform
AltruistUses itUses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it––