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 Wealthpro, LLC (swap one in):+ Heritage Wealth $55.1M · Naperville, IL+ Halo Capital Management $55M · Fairfax, VA+ Dalton Financial LLC $49.8M+ Jason Janes Wealth Management, Inc. $49.8M · Princeton, MN
Lynchburg, VA
Andover, MA
Assets under management$52.4M$55.1M$49.8M
Asset growth, last 2 years+18%––
Advisory staff122
Individual clients9226154
Assets per client$570K$211K$922K
Clients per advisor9213127
Main custodianPershing––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–33
People on Advicer.bio122

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

ToolWealthpro, LLCWood Creek Capital Advisors, LLCLaunch Financial Planning
Custodial Platform
Altruist–Uses it–
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Wealthpro, LLC: Pershing, Exeter Trust Company · Wood Creek Capital Advisors, LLC: none listed · Launch Financial Planning: none listed