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.

Wealth-Source Financial
Roger F. Woodman Jr. & Co.
Clym LLC

Similar in size to Wealth-Source Financial (swap one in):+ Ahmeti Wealth Management, LLC $3.2M · Dallas, TX + Ess Capital Services $3.2M + Lw Pacific Investments LLC $2.9M + Jade Financial LLC $2.9M

	Wealth-Source Financial	Roger F. Woodman Jr. & Co.	Clym LLC
Assets under management	$3M	$3.2M	$3.2M
Asset growth, last 2 years	–	–	–
Advisory staff	0	1	1
Individual clients	21	–	6
Assets per client	$145K	–	$532K
Clients per advisor	–	–	6
Main custodian	–	–	–
Filing with the SEC since	2026	2023	2026
Tools in their stack	4	–	–
People on Advicer.bio	1	1	1

From each firm's latest Form ADV (Oct 2026, Jun 2023, Mar 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.