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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 Windle Wealth (swap one in):+ Highstone Group $263.9M · Richmond, VA+ Bankplus Wealth Advisors $263.8M · Jackson, MS+ Goalfusion Wealth Management $238.5M+ Jm2 Capital Inc. $238.4M · Edmond, OK
Oklahoma City, OK
Grants Pass, OR
Tallahassee, FL
Assets under management$251M$263.8M$238.5M
Asset growth, last 2 years+58%+24%+63%
Advisory staff225
Individual clients388387250
Assets per client$647K$682K$954K
Clients per advisor19419450
Main custodianAltruistSchwabSchwab
Filing with the SEC since20222012 or earlier2019
Tools in their stack212
People on Advicer.bio236

From each firm's latest Form ADV (Mar 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.

ToolWindle WealthWelch Investment Group, LLCSmith Bruer
Custodial Platform
AltruistUses it––
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it
Tax Planning
Wealth.comUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Windle Wealth: Altruist, Schwab · Welch Investment Group, LLC: Schwab · Smith Bruer: Schwab, Ascensus Broker Dealer Services, LLC, Mid Atlantic Trust Company