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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 Willner & Heller LLC (swap one in):+ Syntax Research, Inc. $202.9M · Boca Raton, FL+ Campbell Financial Partners, LLC $202.7M · Fort Myers, FL+ Magnolia Wealth Management LLC $183.3M · Dothan, AL+ Genter Advisors LLC $182.8M · Los Angeles, CA
Encino, CA
Needham, MA
Livermore, CA
Assets under management$193.1M$202.8M$182.9M
Asset growth, last 2 years+41%+29%+10%
Advisory staff331
Individual clients17022732
Assets per client$1.1M$893K$5.7M
Clients per advisor577632
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182017
Tools in their stack–––
People on Advicer.bio331

From each firm's latest Form ADV (Jun 2026, Feb 2026, Aug 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: Willner & Heller LLC: Schwab · Forness Financial LLC: Schwab · Altamont Wealth Management, Inc.: Schwab