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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 Wellspring Wealth Management LLC (swap one in):+ Trevian Wealth Management, LLC $615.5M+ Freedom Day Solutions, LLC $615.3M · Houston, TX+ O'rourke & Company, Incorporated $555.1M · Boston, MA+ Premier Wealth Advisors, LLC $555.1M · New York, NY
Alpharetta, GA
La Jolla, CA
Warwick, RI
Assets under management$584.8M$614.8M$614.6M
Asset growth, last 2 years+50%+34%+114%
Advisory staff572
Individual clients242269131
Assets per client$2.4M$2.3M$4.7M
Clients per advisor483866
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack210–
People on Advicer.bio562

From each firm's latest Form ADV (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.

ToolWellspring Wealth Management LLCFinancial Alternatives, Inc.Mystic Asset Management
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)Uses it––
Vanguard–Uses it–
Wealthscape (Fidelity)–Uses it–
Client Data Gathering
PreciseFP–Uses it–
Client File Sharing
ShareFile–Uses it–
CRM
Envestnet Tamarac–Uses it–
Equity Compensation
StockOpter–Uses it–
Financial Planning
eMoneyUses itUses it–
Video Meetings & Messaging
Zoom–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Wellspring Wealth Management LLC: LPL Financial · Financial Alternatives, Inc.: Fidelity, Schwab · Mystic Asset Management: Schwab