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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 Westwind Capital (swap one in):+ Redwood Wealth Management, LLC $837M · Santa Monica, CA+ Carr Financial Group $835.9M · Worcester, MA+ Moller Wealth Partners $755.9M · Northfield, IL+ Blue Fin Capital, Inc. $755.9M · Warren, RI
Las Cruces, NM
Braintree, MA
New Orleans, LA
Assets under management$795.9M$836.2M$836.6M
Asset growth, last 2 years+28%+36%+53%
Advisory staff759
Individual clients972173170
Assets per client$819K$4.8M$4.9M
Clients per advisor1393519
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack232
People on Advicer.bio555

From each firm's latest Form ADV (Aug 2026, Jun 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

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.

ToolWestwind CapitalPeddock Capital Advisors, LLCFreegulliver, LLC
Client File Sharing
ShareFile–Uses it–
CRM
SS&C Black DiamondUses it–Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Westwind Capital: Schwab · Peddock Capital Advisors, LLC: Fidelity · Freegulliver, LLC: Schwab