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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 Wimmer Associates LLC (swap one in):+ Weinberger Asset Management, Inc $503.6M · Los Angeles, CA+ Private Wealth Solutions, LLC $500M · Calabasas, CA+ Rba Wealth Management, LLC $452.1M · Newport Beach, CA+ Private Wealth Advisors $451.2M · Fresno, CA
Pasadena, CA
Walnut Creek, CA
Sandy Springs, GA
Assets under management$475.9M$502.5M$500.2M
Asset growth, last 2 years+21%+57%−20%
Advisory staff426
Individual clients143225206
Assets per client$3.3M$2.2M$2.4M
Clients per advisor3611334
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio126

From each firm's latest Form ADV (Apr 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.

ToolWimmer Associates LLCBoltwood Capital ManagementHc Advisors LLC
CRM
Envestnet Tamarac––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Wimmer Associates LLC: Schwab, Fidelity · Boltwood Capital Management: Schwab · Hc Advisors LLC: Schwab