Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Advisory Solutions, LLC (swap one in):+ Rosel Wealth Management, LLC $630.2M · Highlands Ranch, CO+ Searle & Co. $629.9M · Greenwich, CT+ Gilliland Jeter Wealth Management, LLC $569.1M · Little Rock, AR+ Merkle Retirement Planning $568.8M · Grimes, IA
Zionsville, IN
Indianapolis, IN
San Jose, CA
Assets under management$599.1M$634.9M$569.1M
Asset growth, last 2 years−10%+53%–
Advisory staff897
Individual clients678377722
Assets per client$884K$1.7M$788K
Clients per advisor8542103
Main custodianWells FargoSchwabLPL Financial
Filing with the SEC since20172012 or earlier2023
Tools in their stack–21
People on Advicer.bio999

From each firm's latest Form ADV (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 Advisory Solutions, LLCNorthwest Financial Services IncPotentia Wealth
Client File Sharing
ShareFile–Uses it–
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Wealth Advisory Solutions, LLC: Wells Fargo, Schwab · Northwest Financial Services Inc: Schwab · Potentia Wealth: LPL Financial