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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+ Arrien Investments, Inc. $226.6M · Boise, ID+ Mindoro Capital Partners LLC $226.4M
Winston-Salem, NC
Winston Salem, NC
La Grande, OR
Assets under management$238.5M$251.2M$226.4M
Asset growth, last 2 years+24%+29%+56%
Advisory staff442
Individual clients142178312
Assets per client$1.7M$1.4M$726K
Clients per advisor3645156
Main custodianFidelityPershingFidelity
Filing with the SEC since2012 or earlier20202023
Tools in their stack––2
People on Advicer.bio442

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

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 LLCConnected Wealth Solutions, LLC
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Westhampton Capital: Fidelity · Cassia Capital Partners LLC: Pershing · Connected Wealth Solutions, LLC: Fidelity