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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 Management Advisors, Inc. (swap one in):+ The Delta Group $49.2M · Sonoma, CA+ Stock Traders $49.2M · Huntington Beach, CA+ Roslund, John Cabell $44.4M+ Oak Springs Wealth Management, LLC $44.4M
St. Louis, MO
Kansas City, MO
Assets under management$46.8M$49.2M$44.5M
Asset growth, last 2 years–––
Advisory staff231
Individual clients24217342
Assets per client$193K$285K$1.1M
Clients per advisor1215842
Main custodian––Schwab
Filing with the SEC since202620262024
Tools in their stack–63
People on Advicer.bio231

From each firm's latest Form ADV (Sep 2026, Aug 2026, Feb 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 Management Advisors, Inc.Hdq WealthFuture Perfect Planning, LLC
Custodial Platform
Betterment Advisor Solutions–Uses it–
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Advisor Lead Gen
Fee-Only Network––Uses it
Cash Management/Budgeting
Monarch–Uses it–
Estate Planning
Vanilla–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Wealth Management Advisors, Inc.: none listed · Hdq Wealth: none listed · Future Perfect Planning, LLC: Schwab, Altruist