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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 Waystone Advisors LLC (swap one in):+ Bristlecone Value Partners, LLC $188.4M · Los Angeles, CA+ Colarion $188.3M · Mountain Brook, AL+ Redwood Park Advisors $170.3M · Redwood City, CA+ Zeit Capital Advisors $170.1M
Oklahoma City, OK
Assets under management$179.3M$188.4M$170.1M
Asset growth, last 2 years+62%+43%+50%
Advisory staff423
Individual clients303165399
Assets per client$592K$1.1M$426K
Clients per advisor7683133
Main custodianAssetMarkLPL FinancialSchwab
Filing with the SEC since202320152022
Tools in their stack––2
People on Advicer.bio423

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

ToolWaystone Advisors LLCVine Capital Management, LLCG. Dewayne Mcanally
Digital Marketing
AdvisorStream––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Waystone Advisors LLC: AssetMark · Vine Capital Management, LLC: LPL Financial · G. Dewayne Mcanally: Schwab