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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+ Altamont Wealth Management, Inc. $182.9M · Livermore, CA+ Genter Advisors LLC $182.8M · Los Angeles, CA
Encino, CA
Needham, MA
Traverse City, MI
Assets under management$193.1M$202.8M$203M
Asset growth, last 2 years+41%+29%+26%
Advisory staff333
Individual clients170227176
Assets per client$1.1M$893K$1.2M
Clients per advisor577659
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack––2
People on Advicer.bio333

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

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolWillner & Heller LLCForness Financial LLCIndependent Wealth Management, LLC
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: Willner & Heller LLC: Schwab · Forness Financial LLC: Schwab · Independent Wealth Management, LLC: Fidelity