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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 Whalen Financial (swap one in):+ Equanimity Financial Partners $234.3M · Pasadena, CA+ Belleair Asset Management, LLC $234.3M · Belleair Bluffs, FL+ Rossjohnson & Associates, LLC $211.6M · Plymouth, MN+ Silver Lake Capital Partners $211.5M · Dallas, TX
Las Vegas, NV
Lawrence, KS
Ridgefield, CT
Assets under management$223M$234.3M$211.5M
Asset growth, last 2 years+41%+30%+0%
Advisory staff453
Individual clients39133059
Assets per client$570K$710K$3.6M
Clients per advisor986620
Main custodianSchwabRaymond JamesFidelity
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio463

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

ToolWhalen FinancialRademacher Financial, Inc.Diamant Asset Management, Inc.
CRM
SS&C Black Diamond––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Whalen Financial: Schwab · Rademacher Financial, Inc.: Raymond James · Diamant Asset Management, Inc.: Fidelity