Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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
Orchard, NY
Assets under management$78.1M$82.1M$82.2M
Asset growth, last 2 years––+95%
Advisory staff123
Individual clients7753172
Assets per client$1M$1.5M$478K
Clients per advisor772757
Main custodian––Raymond James
Filing with the SEC since202620262015
Tools in their stack21–
People on Advicer.bio123

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

ToolWilson Wealth Management, Inc.Walsh AdvisorsWinthrop Partners - Epa, LLC
Digital Marketing
Snappy KrakenUses it––
Planning Light
AdvyzonUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Wilson Wealth Management, Inc.: none listed · Walsh Advisors: none listed · Winthrop Partners - Epa, LLC: Raymond James