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.

Watershed Wealth Planning LLC
Exchange Street Capital
Stability Financial, LLC

	Watershed Wealth Planning LLC Portland, OR	Exchange Street Capital Spring Lake, MI	Stability Financial, LLC Marrero, LA
Assets under management	$31.2M	$32.8M	$29.6M
Asset growth, last 2 years	–	–	–
Advisory staff	1	2	1
Individual clients	47	54	150
Assets per client	$663K	$607K	$197K
Clients per advisor	47	27	150
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2013
Tools in their stack	5	–	–
People on Advicer.bio	–	2	1

From each firm's latest Form ADV (Mar 2026, Jan 2026, May 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.