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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):+ James T. Borello & Co. $621.9M · East Dundee, IL+ 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
Sacramento, CA
Assets under management$591.6M$621.8M$561.3M
Asset growth, last 2 years+52%+78%+34%
Advisory staff2115
Individual clients330265561
Assets per client$1.8M$2.3M$1M
Clients per advisor16524112
Main custodianSchwabFidelitySchwab
Filing with the SEC since201320132017
Tools in their stack112
People on Advicer.bio3115

From each firm's latest Form ADV (Mar 2026, Jun 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, LLCTowerpoint Wealth, LLC
Custodial Platform
Charles Schwab––Uses it
Raymond JamesUses it––
CRM
SS&C Black Diamond––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Wealth Preservation Advisors, LLC: Schwab, Raymond James · Avalan, LLC: Fidelity, Schwab · Towerpoint Wealth, LLC: Schwab