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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 Weinand Financial, Inc. (swap one in):+ Single Point Partners $641.3M · Boston, MA+ Riverstone Advisors, LLC $640.9M+ Northwest Quadrant Wealth Management $579.7M · Bend, OR+ Able Wealth Management LLC $579.5M · Toms River, NJ
Lacey, WA
Spokane, WA
Edmonds, WA
Assets under management$610.4M$643.6M$575.1M
Asset growth, last 2 years+38%+122%+35%
Advisory staff1104
Individual clients4371,270675
Assets per client$1.4M$507K$852K
Clients per advisor437127169
Main custodianAmerican Funds Distributors, Inc.Wells FargoFidelity
Filing with the SEC since202320182019
Tools in their stack7–4
People on Advicer.bio194

From each firm's latest Form ADV (Mar 2026, Jan 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.

ToolWeinand Financial, Inc.Richards Merrill Wealth ManagementSage Advisors, LLC
Custodial Platform
Wealthscape (Fidelity)Uses it–Uses it
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
SEIUses it––
CRM
SS&C Black DiamondUses it––
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
OrionUses it––
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Weinand Financial, Inc.: American Funds Distributors, Inc., Schwab · Richards Merrill Wealth Management: Wells Fargo · Sage Advisors, LLC: Fidelity