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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+ Amicus Financial Advisors, LLC $550.9M · Lubbock, TX
Appleton, WI
Bakersfield, CA
Napa, CA
Assets under management$580.2M$609.7M$550.7M
Asset growth, last 2 years+38%+20%+30%
Advisory staff1744
Individual clients851396460
Assets per client$682K$1.5M$1.2M
Clients per advisor5099115
Main custodianLPL FinancialWells FargoSchwab
Filing with the SEC since2012 or earlier20192015
Tools in their stack123
People on Advicer.bio736

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, LLCDedora Capital, Inc.
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)Uses it––
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Winch Financial: LPL Financial · Woodward Diversified Capital, LLC: Wells Fargo · Dedora Capital, Inc.: Schwab