Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Wealthcollab (swap one in):+ American Fundstars $332.7M · Irvine, CA+ Central Pine Capital, LLC $332.4M · Cedarhurst, NY+ Cloud Capital Management $300.2M · Seattle, WA+ Alliant Securities, Inc. Turner, Nord, Kienbaum $300M · Liberty Lake, WA
Bellevue, WA
Modesto, CA
Indianapolis, IN
Assets under management$316.2M$332.4M$332.4M
Asset growth, last 2 years+143%+50%+36%
Advisory staff125
Individual clients68988397
Assets per client$4.7M$336K$837K
Clients per advisor6849479
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120212024
Tools in their stack––3
People on Advicer.bio135

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

ToolWealthcollabOliveira WealthCurry Webb Wealth Management LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Wealthcollab: Schwab · Oliveira Wealth: Schwab · Curry Webb Wealth Management LLC: Schwab