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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 Wealthpoint Advisors (swap one in):+ Butler Financial Services $154.7M · Denver, CO+ Elevage Partners, LLC $154.6M · Reno, NV+ Omega Capital Management, LLC $139.7M · Flanders, NJ+ Monetary Solutions, LTD. $139.7M · Dayton, OH
Cramerton, NC
Asheville, NC
Assets under management$147.1M$155.9M$154.6M
Asset growth, last 2 years–+34%–
Advisory staff421
Individual clients37526839
Assets per client$392K$582K$4M
Clients per advisor9413439
Main custodian–SchwabSchwab
Filing with the SEC since20242012 or earlier2024
Tools in their stack3––
People on Advicer.bio321

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

ToolWealthpoint AdvisorsHolcombe & McgrathCapital Achievements, LLC
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Wealthpoint Advisors: none listed · Holcombe & Mcgrath: Schwab · Capital Achievements, LLC: Schwab