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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+ Northwest Asset Management $4.13B · Mercer Island, WA+ Bok Financial Private Wealth, Inc. $3.72B · Denver, CO+ The Burney Company $3.59B · Reston, VA
Richmond, VA
Coral Gables, FL
Los Angeles, CA
Assets under management$3.93B$4.13B$4.15B
Asset growth, last 2 years+52%+23%+64%
Advisory staff35535
Individual clients5,638272,278
Assets per client$697K$153.1M$1.8M
Clients per advisor161565
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–17
People on Advicer.bio34–43

From each firm's latest Form ADV (May 2026, Mar 2026, Jul 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 InvestorsSteelpeak Wealth, LLC
Custodial Platform
Betterment Advisor Solutions––Uses it
Charles Schwab––Uses it
Interactive Brokers––Uses it
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Website Builders
Squarespace–Uses it–
Webflow––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it

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