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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 West Michigan Advisors (swap one in):+ J.p. Marvel Wealth Management, Inc. $820.7M · Boston, MA+ Pacific Capital $820.6M · Corona, CA+ Gradient Capital Advisors, LLC $742.2M · San Diego, CA+ Kaydan Wealth Management, Inc. $726.5M · Fenton, MI
Holland, MI
Torrance, CA
Pittsburgh, PA
Assets under management$781.3M$820.6M$742.1M
Asset growth, last 2 years+58%+36%+40%
Advisory staff16514
Individual clients1,3786571,360
Assets per client$567K$1.2M$546K
Clients per advisor8613197
Main custodianRaymond JamesSchwabFidelity
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack32–
People on Advicer.bio17614

From each firm's latest Form ADV (Oct 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 Michigan AdvisorsAlbitz/Miloe and Associates, Inc.Allegheny Investments
Custodial Platform
Charles SchwabUses itUses it–
NetX360 (Pershing)–Uses it–
Schedule Apps
Acuity SchedulingUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: West Michigan Advisors: Raymond James, Schwab · Albitz/Miloe and Associates, Inc.: Schwab · Allegheny Investments: Fidelity