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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):+ Independent Wealth Management, LLC $203M · Traverse City, MI+ Syntax Research, Inc. $202.9M · Boca Raton, FL+ Altamont Wealth Management, Inc. $182.9M · Livermore, CA+ Genter Advisors LLC $182.8M · Los Angeles, CA
Encino, CA
Needham, MA
Fort Myers, FL
Assets under management$193.1M$202.8M$202.7M
Asset growth, last 2 years+41%+29%+22%
Advisory staff332
Individual clients170227132
Assets per client$1.1M$893K$1.5M
Clients per advisor577666
Main custodianSchwabSchwabAltruist
Filing with the SEC since2012 or earlier20182018
Tools in their stack–––
People on Advicer.bio332

From each firm's latest Form ADV (Jun 2026, Feb 2026, May 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 · Campbell Financial Partners, LLC: Altruist