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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 Preservation Advisors, LLC (swap one in):+ H Financial Management $621.9M · Canonsburg, PA+ Aviso Wealth Management $621.3M · Bellevue, WA+ Sgh Wealth Management $561.8M · Lathrup Village, MI+ Acorn Wealth Advisors, LLC $561.4M · Grand Blanc, MI
Chattanooga, TN
Santa Barbara, CA
East Dundee, IL
Assets under management$591.6M$621.8M$621.9M
Asset growth, last 2 years+52%+78%+46%
Advisory staff2114
Individual clients330265743
Assets per client$1.8M$2.3M$837K
Clients per advisor16524186
Main custodianSchwabFidelitySchwab
Filing with the SEC since201320132018
Tools in their stack111
People on Advicer.bio3114

From each firm's latest Form ADV (Mar 2026, Oct 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 Preservation Advisors, LLCAvalan, LLCJames T. Borello & Co.
Custodial Platform
Raymond JamesUses it––
Digital Marketing
Snappy Kraken––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Wealth Preservation Advisors, LLC: Schwab, Raymond James · Avalan, LLC: Fidelity, Schwab · James T. Borello & Co.: Schwab