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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 Advisory Solutions, LLC (swap one in):+ Neumann Capital Management $630.3M · Foster City, CA+ Rosel Wealth Management, LLC $630.2M · Highlands Ranch, CO+ Potentia Wealth $569.1M · San Jose, CA+ Gilliland Jeter Wealth Management, LLC $569.1M · Little Rock, AR
Zionsville, IN
Indianapolis, IN
Greenwich, CT
Assets under management$599.1M$634.9M$629.9M
Asset growth, last 2 years−10%+53%+59%
Advisory staff897
Individual clients678377126
Assets per client$884K$1.7M$5M
Clients per advisor854218
Main custodianWells FargoSchwabPershing
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack–22
People on Advicer.bio998

From each firm's latest Form ADV (Mar 2026, Dec 2025). 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 IncSearle & Co.
Client File Sharing
ShareFile–Uses it–
Custodial Platform
NetX360 (Pershing)––Uses it
Performance Reporting
Addepar–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Wealth Advisory Solutions, LLC: Wells Fargo, Schwab · Northwest Financial Services Inc: Schwab · Searle & Co.: Pershing