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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):+ Freegulliver, LLC $836.6M · New Orleans, LA+ 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
Goodlettsville, TN
Assets under management$795.9M$836.2M$755.7M
Asset growth, last 2 years+28%+36%+100%
Advisory staff7514
Individual clients9721732,469
Assets per client$819K$4.8M$306K
Clients per advisor13935176
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack23–
People on Advicer.bio5514

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

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

Custodians on Form ADV: Westwind Capital: Schwab · Peddock Capital Advisors, LLC: Fidelity · Sageguard Financial Group, LLC: Schwab