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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 Whealth Advisors (swap one in):+ Mcclurg Capital Corporation $92.9M · San Rafael, CA+ Analog Capital Partners LLC $92.8M · Houston, TX+ Olive Wealth Management $83.9M · Houston, TX+ On the Trail Financial Planning, LLC $83.8M
Red Bank, NJ
Costa Mesa, CA
Marlborough, MA
Assets under management$88.3M$92.8M$92.9M
Asset growth, last 2 years––+165%
Advisory staff212
Individual clients553995
Assets per client$1.6M$2.4M$978K
Clients per advisor283948
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack––2
People on Advicer.bio212

From each firm's latest Form ADV (Mar 2026, Feb 2026, Apr 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

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.

ToolWhealth AdvisorsCarney Portfolio Management Inc.Community Financial Group, Inc.
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it