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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 Wealth Advisors Network, Inc. (swap one in):+ Kenora Financial, LLC $315.8M · Des Plaines, IL+ Thames Financial Management $315.4M · Norwich, CT+ Ayrshire Capital Management LLC $285.1M · Westport, CT+ Oaktrust Wealth Advisors, LLC $285M
Hastings, NE
Aliso Viejo, CA
Assets under management$300.3M$315.4M$315.3M
Asset growth, last 2 years+17%+82%+30%
Advisory staff8311
Individual clients472482195
Assets per client$636K$654K$1.6M
Clients per advisor5916195
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier20232016
Tools in their stack–13
People on Advicer.bio8323

From each firm's latest Form ADV (Apr 2026, Oct 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.

ToolWealth Advisors Network, Inc.Accelerate RetirementWalker Asset Management, LLC
Custodial Platform
Charles Schwab––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Wealth Advisors Network, Inc.: Fidelity · Accelerate Retirement: Fidelity, Schwab · Walker Asset Management, LLC: Schwab