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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 Winch Financial (swap one in):+ Stonemark Wealth Management $609.8M · Pasadena, CA+ Endowment Wealth Management, Inc. $609.2M · Appleton, WI+ Veridian Capital Partners $551.1M · Frederick, MD+ Dedora Capital, Inc. $550.7M · Napa, CA
Appleton, WI
Bakersfield, CA
Lubbock, TX
Assets under management$580.2M$609.7M$550.9M
Asset growth, last 2 years+38%+20%+26%
Advisory staff17419
Individual clients851396748
Assets per client$682K$1.5M$737K
Clients per advisor509939
Main custodianLPL FinancialWells FargoSchwab
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack125
People on Advicer.bio7319

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

ToolWinch FinancialWoodward Diversified Capital, LLCAmicus Financial Advisors, LLC
Financial Planning
eMoney–Uses itUses it
RightCapital (Right Capital)Uses it–Uses it
Envestnet MoneyGuide––Uses it
CRM
SS&C Black Diamond–Uses itUses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Winch Financial: LPL Financial · Woodward Diversified Capital, LLC: Wells Fargo · Amicus Financial Advisors, LLC: Schwab