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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):+ Wealthmd Corporation $250.5M · Louisville, KY+ Amara Financial, LLC $250.5M · San Francisco, CA+ Mindoro Capital Partners LLC $226.4M+ Connected Wealth Solutions, LLC $226.4M · La Grande, OR
Winston-Salem, NC
Winston Salem, NC
Boise, ID
Assets under management$238.5M$251.2M$226.6M
Asset growth, last 2 years+24%+29%+56%
Advisory staff443
Individual clients142178442
Assets per client$1.7M$1.4M$513K
Clients per advisor3645147
Main custodianFidelityPershingPershing
Filing with the SEC since2012 or earlier20202022
Tools in their stack–––
People on Advicer.bio444

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Westhampton Capital: Fidelity · Cassia Capital Partners LLC: Pershing · Arrien Investments, Inc.: Pershing