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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 Weisberg Capital Management (swap one in):+ Orchestral Financial Group Inc. $14.1M · Amherst, NY+ Zen Financial Planning, LLC $14.1M · York, ME+ Ils Financial, LLC $12.8M · Omaha, NE+ Awareness Wealth Advisors, Inc. $12.8M
Pittsburgh, PA
Mount Pleasant, SC
Assets under management$13.4M$14.1M$14.1M
Asset growth, last 2 years––−64%
Advisory staff221
Individual clients723923
Assets per client$187K$362K$614K
Clients per advisor362023
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack33–
People on Advicer.bio231

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

ToolWeisberg Capital ManagementEtch FinancialPolaris Investment Partners, Inc
Custodial Platform
Altruist–Uses it–
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
CalendlyUses itUses it–
Website Builders
WixUses it––

Custodians on Form ADV: Weisberg Capital Management: none listed · Etch Financial: none listed · Polaris Investment Partners, Inc: Schwab