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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 Westward Investment Advisory (swap one in):+ Modus Advisors, LLC $601.1M · Excelsior, MN+ Chj Wealth Management $600.2M · The Woodlands, TX+ Common Cents Planning $542.4M · Glen Mills, PA+ Beacon Investment Advisors LLC $541.9M · Gaithersburg, MD
Mission, KS
Mclean, VA
San Juan, PR
Assets under management$571.5M$600.5M$600.9M
Asset growth, last 2 years+44%+87%+40%
Advisory staff387
Individual clients16368254
Assets per client$35.7M$1.6M$2.4M
Clients per advisor54636
Main custodianMorgan StanleySchwabSchwab
Filing with the SEC since202020172018
Tools in their stack–34
People on Advicer.bio3127

From each firm's latest Form ADV (Mar 2026, Jul 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.

ToolWestward Investment AdvisoryOlio Financial PlanningAton Financial LLC
CRM
Envestnet Tamarac–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
Website Builders
Squarespace–Uses it–
Wix––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–

Custodians on Form ADV: Westward Investment Advisory: Morgan Stanley, Robert W. Baird & Co. Incorporated · Olio Financial Planning: Schwab · Aton Financial LLC: Schwab, Goldman Sachs