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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 Westhampton Capital (swap one in):+ Stone Creek Group, LLC $250.6M · Englewood, CO+ Wealthmd Corporation $250.5M · Louisville, KY+ Arrien Investments, Inc. $226.6M · Boise, ID+ Mindoro Capital Partners LLC $226.4M
Winston-Salem, NC
Winston Salem, NC
San Francisco, CA
Assets under management$238.5M$251.2M$250.5M
Asset growth, last 2 years+24%+29%+57%
Advisory staff442
Individual clients142178143
Assets per client$1.7M$1.4M$1.8M
Clients per advisor364572
Main custodianFidelityPershingSchwab
Filing with the SEC since2012 or earlier20202020
Tools in their stack––4
People on Advicer.bio443

From each firm's latest Form ADV (Jan 2026, Feb 2026, May 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.

ToolWesthampton CapitalCassia Capital Partners LLCAmara Financial, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Westhampton Capital: Fidelity · Cassia Capital Partners LLC: Pershing · Amara Financial, LLC: Schwab