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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 Wehling Investment Management (swap one in):+ Echo Financial Advisors, LLC $24K+ Ebquant, LLC $23K+ Lts Wealth Management $16K · Syracuse, NY+ Annecy LLC $16K · Tucson, AZ
North Richland Hills, TX
Toledo, OH
Austin, TX
Assets under management$18K$21K$20K
Asset growth, last 2 years––−80%
Advisory staff111
Individual clients–15
Assets per client–$21K$4K
Clients per advisor–15
Main custodian––Interactive Brokers
Filing with the SEC since202620262023
Tools in their stack1––
People on Advicer.bio111

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

ToolWehling Investment ManagementCandela FinancialRewbix
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Wehling Investment Management: none listed · Candela Financial: none listed · Rewbix: Interactive Brokers