Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 West Financial Services, Inc. (swap one in):+ Mmbg Investment Advisors Co. $2.98B · Miami, FL+ Intellectus Partners, LLC $2.98B · San Francisco, CA+ Valley Wealth Managers, Inc. $2.69B · Paramus, NJ+ Main Street Research LLC $2.68B · Lakeville, CT
Mclean, VA
Mclean, VA
Grand Rapids, MI
Assets under management$2.84B$3.19B$2.69B
Asset growth, last 2 years+31%+22%+14%
Advisory staff222913
Individual clients9401,442938
Assets per client$3M$2.2M$2.9M
Clients per advisor435072
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack53–
People on Advicer.bio222513

From each firm's latest Form ADV (Aug 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.

ToolWest Financial Services, Inc.Bogart Wealth, LLCNpf Investment Advisors
Custodial Platform
Charles SchwabUses itUses it–
Vanguard–Uses it–
Wealthscape (Fidelity)Uses it––
CRM
Envestnet TamaracUses it––
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: West Financial Services, Inc.: Fidelity, Schwab · Bogart Wealth, LLC: Schwab · Npf Investment Advisors: Fidelity