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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+ Altamont Wealth Management, Inc. $182.9M · Livermore, CA
Encino, CA
Needham, MA
Los Angeles, CA
Assets under management$193.1M$202.8M$182.8M
Asset growth, last 2 years+41%+29%+16%
Advisory staff334
Individual clients170227544
Assets per client$1.1M$893K$336K
Clients per advisor5776136
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack–––
People on Advicer.bio337

From each firm's latest Form ADV (Jun 2026, Feb 2026, Apr 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 · Genter Advisors LLC: Schwab