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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 Whvp (swap one in):+ Washington Growth Strategies LLC $247.2M · Washington, DC+ Agp Franklin, LLC $247.1M · Franklin, TN+ Valley Brook Capital Group $223.3M · Venetia, PA+ Branson Frank A Inc $223.2M · Palo Alto, CA
Zurich
Carlsbad, CA
Newport Beach, CA
Assets under management$235.2M$247.1M$223.4M
Asset growth, last 2 years+44%+36%+27%
Advisory staff452
Individual clients129187232
Assets per client$1.8M$1.3M$963K
Clients per advisor3237116
Main custodianBank Vontobel AgSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack–3–
People on Advicer.bio–63

From each firm's latest Form ADV (Oct 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.

ToolWhvpAnchor Bay Capital, Inc.Noble Wealth Management, Inc.
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Whvp: Bank Vontobel Ag, Dreyfus Soehne & Cie Ag, Banquiers, Kaiser Partner Privatbank Ag · Anchor Bay Capital, Inc.: Schwab · Noble Wealth Management, Inc.: Schwab, SEI