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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 Wernau Asset Management (swap one in):+ Financial Freedom House $212.9M · Waterford, MI+ Sacks & Associates, LLC $212.8M · Warren, NJ+ Hampton Rock Wealth Management $192.4M · Austin, TX+ The Archer Consulting Group, LLC $192.2M · Thibodaux, LA
Gloucester, MA
Phoenix, AZ
Collegeville, PA
Assets under management$202.6M$212.8M$212.9M
Asset growth, last 2 years+38%+33%+24%
Advisory staff253
Individual clients101304134
Assets per client$2M$700K$1.6M
Clients per advisor516145
Main custodianFidelityAxos ClearingSchwab
Filing with the SEC since202020232012 or earlier
Tools in their stack191
People on Advicer.bio253

From each firm's latest Form ADV (Feb 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.

ToolWernau Asset ManagementMathis Wealth ManagementSensenig Capital Advisors, Inc.
Custodial Platform
Axos–Uses it–
Charles Schwab–Uses it–
Vanguard–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
Advisor Lead Gen
SmartAsset–Uses it–
Client Data Gathering
Asset-Map–Uses it–
CRM
Envestnet Tamarac––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Wernau Asset Management: Fidelity · Mathis Wealth Management: Axos Clearing, Schwab · Sensenig Capital Advisors, Inc.: Schwab