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.

Wealthsights Investment Management, LLC
Amplio Wealth
Evergreen Wealth Services

Similar in size to Wealthsights Investment Management, LLC (swap one in):+ Esh Wealth Management LLC $30.5M + Trew Advisors, LLC $30.4M + Cranston Capital Management, LLC $27.5M + Mulberry Capital Management $27.5M

	Wealthsights Investment Management, LLC	Amplio Wealth	Evergreen Wealth Services
Assets under management	$29M	$30.5M	$30.5M
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	1
Individual clients	37	10	7
Assets per client	$783K	$3M	$4.4M
Clients per advisor	37	10	7
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	–	2	3
People on Advicer.bio	1	1	1

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