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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 Waycross Investment Management Co (swap one in):+ Viewpoint Capital Management $267.8M · Seattle, WA+ Cornerstone Advisors $265.1M · Topeka, KS+ Marest Capital, LLC $239.8M · Encino, CA+ Investors Portfolio Services LLC $238.8M · Puyallup, WA
Bellingham, WA
Spokane, WA
Tucson, AZ
Assets under management$252.4M$268.4M$265.2M
Asset growth, last 2 years+65%−24%+23%
Advisory staff313
Individual clients1461,453103
Assets per client$1.7M$185K$2.6M
Clients per advisor491,45334
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20212019
Tools in their stack2––
People on Advicer.bio413

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

ToolWaycross Investment Management CoJmk & Associates, LLCGordian Advisors, LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Waycross Investment Management Co: Schwab · Jmk & Associates, LLC: LPL Financial · Gordian Advisors, LLC: Schwab