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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 More Enterprise, Inc. (swap one in):+ Thompson Capital Management, LLC $110K+ Triunity Financial Planning, LLC $106K+ Vaquita Sun, Inc. $94K · Fort Lauderdale, FL+ Financial Connection, Inc $94K · Boca Raton, FL
Philadelphia, PA
Assets under management$100K$109K$94K
Asset growth, last 2 years–––
Advisory staff611
Individual clients891–
Assets per client$1K$109K–
Clients per advisor151–
Main custodian–––
Filing with the SEC since202320262026
Tools in their stack71–
People on Advicer.bio611

From each firm's latest Form ADV (Apr 2026, Feb 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 More Enterprise, Inc.Abundance PathwaysPape Financial
CRM
RedtailUses it––
SS&C Black DiamondUses it––
Compliance
Claude for Financial AdvisorsUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Retirement Planning
Income LabUses it––
Website Builders
Squarespace–Uses it–