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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):+ New Harbor Financial Group, LLC $820.9M · Worcester, MA+ J.p. Marvel Wealth Management, Inc. $820.7M · Boston, MA+ Gradient Capital Advisors, LLC $742.2M · San Diego, CA+ Allegheny Investments $742.1M · Pittsburgh, PA
Holland, MI
Torrance, CA
Corona, CA
Assets under management$781.3M$820.6M$820.6M
Asset growth, last 2 years+58%+36%+56%
Advisory staff1656
Individual clients1,37865772
Assets per client$567K$1.2M$11.4M
Clients per advisor8613112
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack322
People on Advicer.bio1765

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

1 tool 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.Pacific Capital
Custodial Platform
Charles SchwabUses itUses itUses it
NetX360 (Pershing)–Uses it–
Financial Planning
RightCapital (Right Capital)––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 · Pacific Capital: Schwab