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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 Winans Investments (swap one in):+ Strategic Financial Partners, LTD $321.1M+ Hw Capital LLC $321M · Santa Monica, CA+ Aspire Wealth Architects $290.3M · Wexford, PA+ One Wealth Map, LLC $287.4M · Las Vegas, NV
Las Vegas, NV
Austin, TX
Wallingford, CT
Assets under management$305.6M$321M$321M
Asset growth, last 2 years+18%+19%+45%
Advisory staff413
Individual clients2641191,291
Assets per client$1.2M$2.7M$249K
Clients per advisor66119430
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack––2
People on Advicer.bio513

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

ToolWinans InvestmentsFounder Family Financial, LLCToomey Investment Management, Inc
Client Data Gathering
Jotform––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Winans Investments: Schwab · Founder Family Financial, LLC: Schwab · Toomey Investment Management, Inc: Fidelity