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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+ Heximer Investment Management Inc. $134.1M+ Life Strategies, Inc. $121.2M · Cardiff, CA+ Allen Financial Management $121.2M · Oxford, MI
Rogers, AR
North Little Rock, AR
Chico, CA
Assets under management$127.6M$134.5M$134M
Asset growth, last 2 years+299%+19%+13%
Advisory staff422
Individual clients108191129
Assets per client$1.2M$704K$1M
Clients per advisor279665
Main custodianSEISchwabSchwab
Filing with the SEC since20232012 or earlier2022
Tools in their stack–14
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 FinancialMurray Financial Services, Inc
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Willow: SEI · Veach Family Financial: Schwab · Murray Financial Services, Inc: Schwab