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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 Wealthcare Capital Management LLC (swap one in):+ Spire Wealth Management, LLC $4.51B · Mclean, VA+ Steelpeak Wealth, LLC $4.15B · Los Angeles, CA+ Bok Financial Private Wealth, Inc. $3.72B · Denver, CO+ The Burney Company $3.59B · Reston, VA
Richmond, VA
Coral Gables, FL
Mercer Island, WA
Assets under management$3.93B$4.13B$4.13B
Asset growth, last 2 years+52%+23%+26%
Advisory staff35544
Individual clients5,638272,758
Assets per client$697K$153.1M$1.5M
Clients per advisor161563
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–13
People on Advicer.bio34–61

From each firm's latest Form ADV (May 2026, 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.

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.

ToolWealthcare Capital Management LLCArchpoint InvestorsNorthwest Asset Management
Website Builders
Squarespace–Uses it–
Wix––Uses it
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Wealthscape (Fidelity)––Uses it

Custodians on Form ADV: Wealthcare Capital Management LLC: Schwab, LPL Financial · Archpoint Investors: Schwab, J.P. Morgan · Northwest Asset Management: Fidelity, Schwab