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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 Wealthway Financial Advisors (swap one in):+ Kamichu Wealth Management LLC $258.1M+ 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
Malvern, PA
Assets under management$245.6M$258.9M$258.1M
Asset growth, last 2 years+49%+77%–
Advisory staff224
Individual clients166432126
Assets per client$1.5M$599K$2M
Clients per advisor8321632
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20232024
Tools in their stack––2
People on Advicer.bio244

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

ToolWealthway Financial AdvisorsCobblestone Asset ManagementMalvern Capital Management
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Wealthway Financial Advisors: Schwab · Cobblestone Asset Management: Schwab · Malvern Capital Management: Fidelity, Hand Benefit & Trust Company, TIAA