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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):+ W & S Management Services, Inc. $166M · Rochester, NY+ Vestpointe Wealth Management, LLC $165.8M · Scottsdale, AZ+ Clarity Financial Advisors LLC $149.5M · St. Petersburg, FL+ Fund Advisors of America Inc $149.4M · Orlando, FL
Sebring, FL
Estero, FL
Plymouth, MN
Assets under management$157.7M$165.8M$165.6M
Asset growth, last 2 years–+1%+37%
Advisory staff3215
Individual clients428176395
Assets per client$369K$942K$419K
Clients per advisor1438826
Main custodianSchwabRaymond James–
Filing with the SEC since202420212012 or earlier
Tools in their stack222
People on Advicer.bio3215

From each firm's latest Form ADV (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.

ToolWaypoints FinancialMutual Trust Advisory GroupFeltl Advisors
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)––Uses it
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoney–Uses it–
Portfolio Management
Envestnet––Uses it
Schedule Apps
Acuity Scheduling–Uses it–

Custodians on Form ADV: Waypoints Financial: Schwab · Mutual Trust Advisory Group: Raymond James · Feltl Advisors: none listed