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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):+ Wave Wealth Management, LLC $134.2M · Frisco, TX+ 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
Assets under management$127.6M$134.5M$134.1M
Asset growth, last 2 years+299%+19%+63%
Advisory staff422
Individual clients108191116
Assets per client$1.2M$704K$1.2M
Clients per advisor279658
Main custodianSEISchwab–
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio422

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.

ToolWillowVeach Family FinancialHeximer Investment Management Inc.
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Willow: SEI · Veach Family Financial: Schwab · Heximer Investment Management Inc.: none listed