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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+ Aspirean Wealth, LLC $233.2M · Mill Valley, CA+ Ironwood Wealth Management, Inc. $233.1M · Hurricane, WV
Norfolk, VA
Richmond, VA
Mission Viejo, CA
Assets under management$245.6M$258.9M$233.3M
Asset growth, last 2 years+49%+77%+23%
Advisory staff223
Individual clients166432178
Assets per client$1.5M$599K$1.3M
Clients per advisor8321659
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack––3
People on Advicer.bio243

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

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 ManagementWalker Financial Advisors Inc
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Wealthway Financial Advisors: Schwab · Cobblestone Asset Management: Schwab · Walker Financial Advisors Inc: Schwab