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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 Waypoints Financial (swap one in):+ Vestpointe Wealth Management, LLC $165.8M · Scottsdale, AZ+ Feltl Advisors $165.6M · Plymouth, MN+ Financial Strategies, Inc. $149.8M · Brookfield, WI+ Fund Advisors of America Inc $149.4M · Orlando, FL
Sebring, FL
Estero, FL
St. Petersburg, FL
Assets under management$157.7M$165.8M$149.5M
Asset growth, last 2 years–+1%+87%
Advisory staff326
Individual clients428176985
Assets per client$369K$942K$152K
Clients per advisor14388164
Main custodianSchwabRaymond JamesAltruist
Filing with the SEC since202420212022
Tools in their stack223
People on Advicer.bio326

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

ToolWaypoints FinancialMutual Trust Advisory GroupClarity Financial Advisors LLC
Custodial Platform
Altruist––Uses it
Charles SchwabUses it––
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
Schedule Apps
Acuity Scheduling–Uses it–
Calendly––Uses it
Digital Marketing
Snappy KrakenUses it––

Custodians on Form ADV: Waypoints Financial: Schwab · Mutual Trust Advisory Group: Raymond James · Clarity Financial Advisors LLC: Altruist