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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 Resources, Inc. (swap one in):+ Core Wealth Management, Inc. $404.7M · Jupiter, FL+ Excel Financial, LLC $404.5M · Red Wing, MN+ Chicago Wealth Management, Inc. $365.7M · Chicago, IL+ Inflection Capital Management, LLC $365.6M · San Francisco, CA
Smithfield, RI
Chicago, IL
Salt Lake City, UT
Assets under management$385.2M$404.7M$365.8M
Asset growth, last 2 years+14%–+40%
Advisory staff686
Individual clients590223170
Assets per client$653K$1.8M$2.2M
Clients per advisor982828
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack3–1
People on Advicer.bio6710

From each firm's latest Form ADV (Sep 2026, May 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 Resources, Inc.Arena Private WealthNorth Capital
CRM
HubSpot––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Wealth Management Resources, Inc.: Schwab · Arena Private Wealth: none listed · North Capital: Schwab