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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+ Amicus Financial Advisors, LLC $550.9M · Lubbock, TX+ Dedora Capital, Inc. $550.7M · Napa, CA
Appleton, WI
Bakersfield, CA
Frederick, MD
Assets under management$580.2M$609.7M$551.1M
Asset growth, last 2 years+38%+20%+41%
Advisory staff1746
Individual clients851396816
Assets per client$682K$1.5M$675K
Clients per advisor5099136
Main custodianLPL FinancialWells FargoFidelity
Filing with the SEC since2012 or earlier20192021
Tools in their stack127
People on Advicer.bio738

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, LLCVeridian Capital Partners
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney–Uses itUses it
RightCapital (Right Capital)Uses it––
Client Data Gathering
Jotform––Uses it
CRM
SS&C Black Diamond–Uses itUses it
Digital Marketing
Snappy Kraken––Uses it
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Winch Financial: LPL Financial · Woodward Diversified Capital, LLC: Wells Fargo · Veridian Capital Partners: Fidelity, Schwab