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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 Willow (swap one in):+ Heximer Investment Management Inc. $134.1M+ Murray Financial Services, Inc $134M · Chico, CA+ Life Strategies, Inc. $121.2M · Cardiff, CA+ Allen Financial Management $121.2M · Oxford, MI
Rogers, AR
North Little Rock, AR
Franklin, TN
Assets under management$127.6M$134.5M$121.1M
Asset growth, last 2 years+299%+19%−8%
Advisory staff424
Individual clients108191178
Assets per client$1.2M$704K$680K
Clients per advisor279645
Main custodianSEISchwabPershing
Filing with the SEC since20232012 or earlier2018
Tools in their stack–1–
People on Advicer.bio42–

From each firm's latest Form ADV (Jun 2026, Feb 2026, Jan 2024). 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.

ToolWillowVeach Family FinancialGreensview Wealth Management
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Willow: SEI · Veach Family Financial: Schwab · Greensview Wealth Management: Pershing, Schwab