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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 Wilkins Miller Wealth Management, LLC (swap one in):+ Daus Financial Group, LLC $270.5M · Kalamazoo, MI+ Prota Financial $270.4M · Houston, TX+ Bazis Private Wealth, LLC $244.1M · Omaha, NE+ Blalock Williams, LLC $242.6M · Alexander City, AL
Mobile, AL
Brielle, NJ
Hamilton
Assets under management$257.5M$270.5M$270.6M
Asset growth, last 2 years+40%+38%+21%
Advisory staff246
Individual clients178204203
Assets per client$1.4M$1.3M$1.3M
Clients per advisor895134
Main custodianSchwabSchwabComerica Securities,Inc.
Filing with the SEC since202220212012 or earlier
Tools in their stack–––
People on Advicer.bio23–

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Wilkins Miller Wealth Management, LLC: Schwab, Ascensus Trust · Financial Futures: Schwab · Bias Investors: Comerica Securities,Inc., Schwab, Morgan Stanley