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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+ Feltl Advisors $165.6M · Plymouth, MN+ Clarity Financial Advisors LLC $149.5M · St. Petersburg, FL+ Fund Advisors of America Inc $149.4M · Orlando, FL
Sebring, FL
Estero, FL
Scottsdale, AZ
Assets under management$157.7M$165.8M$165.8M
Asset growth, last 2 years–+1%+35%
Advisory staff323
Individual clients42817689
Assets per client$369K$942K$1.9M
Clients per advisor1438830
Main custodianSchwabRaymond JamesFidelity
Filing with the SEC since202420212021
Tools in their stack221
People on Advicer.bio322

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 GroupVestpointe Wealth Management, LLC
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it–Uses it
Financial Planning
eMoney–Uses it–
Schedule Apps
Acuity Scheduling–Uses it–

Custodians on Form ADV: Waypoints Financial: Schwab · Mutual Trust Advisory Group: Raymond James · Vestpointe Wealth Management, LLC: Fidelity