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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):+ Phoenix Wealth Advisors Inc. $641.4M · Chapel Hill, NC+ Riverstone Advisors, LLC $640.9M+ Northwest Quadrant Wealth Management $579.7M · Bend, OR+ Sage Advisors, LLC $575.1M · Edmonds, WA
Lacey, WA
Spokane, WA
Boston, MA
Assets under management$610.4M$643.6M$641.3M
Asset growth, last 2 years+38%+122%+22%
Advisory staff11012
Individual clients4371,270195
Assets per client$1.4M$507K$3.3M
Clients per advisor43712716
Main custodianAmerican Funds Distributors, Inc.Wells FargoFidelity
Filing with the SEC since202320182018
Tools in their stack7–1
People on Advicer.bio1911

From each firm's latest Form ADV (Mar 2026, Oct 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 ManagementSingle Point Partners
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
SEIUses it––
Wealthscape (Fidelity)Uses it––
CRM
SS&C Black DiamondUses it––
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Weinand Financial, Inc.: American Funds Distributors, Inc., Schwab · Richards Merrill Wealth Management: Wells Fargo · Single Point Partners: Fidelity