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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+ 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
Boca Raton, FL
Assets under management$193.1M$202.8M$202.9M
Asset growth, last 2 years+41%+29%+30%
Advisory staff332
Individual clients170227107
Assets per client$1.1M$893K$1.9M
Clients per advisor577654
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack––1
People on Advicer.bio331

From each firm's latest Form ADV (Jun 2026, Feb 2026, Mar 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 LLCSyntax Research, Inc.
CRM
Envestnet Tamarac––Uses it

Custodians on Form ADV: Willner & Heller LLC: Schwab · Forness Financial LLC: Schwab · Syntax Research, Inc.: none listed