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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 Wealthfd (swap one in):+ Newport Securities Corporation $92.3M+ Big Cedar Investment Advisors $92.2M · Scottsdale, AZ+ Financial Security Services Group, Inc. $83.4M · Highland Village, TX+ Heritage Asset Managers, Inc. $83.4M
Conshohocken, PA
Wheaton, IL
Assets under management$87.8M$92.3M$83.4M
Asset growth, last 2 years+171%––
Advisory staff332
Individual clients4067739
Assets per client$216K$1.2M$2.1M
Clients per advisor1352620
Main custodianSchwab––
Filing with the SEC since202120262026
Tools in their stack1–1
People on Advicer.bio532

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

ToolWealthfdQvg, LLCMckenna Capital, Inc.
Financial Planning
eMoneyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Wealthfd: Schwab · Qvg, LLC: none listed · Mckenna Capital, Inc.: none listed