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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 Wilson Wealth Management, Inc. (swap one in):+ Longenecker Financial Services $82.1M · Des Moines, IA+ Sr Financial Services, Inc. $82M+ Worthwhile Wealth Council $74.2M · Johnson City, TN+ Hawley Advisors $74.2M · Walnut Creek, CA
Salt Lake City, UT
Crown Point, IN
Darien, CT
Assets under management$78.1M$82.1M$74.1M
Asset growth, last 2 years––+62%
Advisory staff122
Individual clients775347
Assets per client$1M$1.5M$1.6M
Clients per advisor772724
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack21–
People on Advicer.bio122

From each firm's latest Form ADV (Mar 2026, Jan 2026, Feb 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

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.

ToolWilson Wealth Management, Inc.Walsh AdvisorsInvestors Capital Management Inc
Digital Marketing
Snappy KrakenUses it––
Planning Light
AdvyzonUses it––
Website Builders
Squarespace–Uses it–