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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):+ Keeler & Nadler Family Wealth $609.9M · Dublin, OH+ Stonemark Wealth Management $609.8M · Pasadena, CA+ Veridian Capital Partners $551.1M · Frederick, MD+ Amicus Financial Advisors, LLC $550.9M · Lubbock, TX
Appleton, WI
Bakersfield, CA
Appleton, WI
Assets under management$580.2M$609.7M$609.2M
Asset growth, last 2 years+38%+20%+72%
Advisory staff17410
Individual clients851396471
Assets per client$682K$1.5M$1.3M
Clients per advisor509947
Main custodianLPL FinancialWells FargoFidelity
Filing with the SEC since2012 or earlier20192018
Tools in their stack12–
People on Advicer.bio7313

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

ToolWinch FinancialWoodward Diversified Capital, LLCEndowment Wealth Management, Inc.
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)Uses it––
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: Winch Financial: LPL Financial · Woodward Diversified Capital, LLC: Wells Fargo · Endowment Wealth Management, Inc.: Fidelity