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 Wealthway Financial Advisors (swap one in):+ Malvern Capital Management $258.1M · Malvern, PA+ Village Wealth Advisors $257.9M · Westlake Village, CA+ Walker Financial Advisors Inc $233.3M · Mission Viejo, CA+ Aspirean Wealth, LLC $233.2M · Mill Valley, CA
Norfolk, VA
Richmond, VA
Assets under management$245.6M$258.9M$258.1M
Asset growth, last 2 years+49%+77%+13%
Advisory staff221
Individual clients16643220
Assets per client$1.5M$599K$12.9M
Clients per advisor8321620
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20232018
Tools in their stack–––
People on Advicer.bio241

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Wealthway Financial Advisors: Schwab · Cobblestone Asset Management: Schwab · Kamichu Wealth Management LLC: Fidelity