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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):+ Bias Investors $270.6M · Hamilton+ Daus Financial Group, LLC $270.5M · Kalamazoo, MI+ Bazis Private Wealth, LLC $244.1M · Omaha, NE+ Blalock Williams, LLC $242.6M · Alexander City, AL
Mobile, AL
Brielle, NJ
Houston, TX
Assets under management$257.5M$270.5M$270.4M
Asset growth, last 2 years+40%+38%+49%
Advisory staff2413
Individual clients178204673
Assets per client$1.4M$1.3M$402K
Clients per advisor895152
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220212022
Tools in their stack–––
People on Advicer.bio2315

From each firm's latest Form ADV (Mar 2026, Oct 2026, Feb 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 · Prota Financial: Schwab