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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+ G. Dewayne Mcanally $170.1M · Oklahoma City, OK
Assets under management$179.3M$188.4M$170.1M
Asset growth, last 2 years+62%+43%+26%
Advisory staff421
Individual clients30316573
Assets per client$592K$1.1M$2.3M
Clients per advisor768373
Main custodianAssetMarkLPL FinancialSchwab
Filing with the SEC since202320152012 or earlier
Tools in their stack–––
People on Advicer.bio421

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Waystone Advisors LLC: AssetMark · Vine Capital Management, LLC: LPL Financial · Zeit Capital Advisors: Schwab