Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Smith Bruer $238.5M · Tallahassee, FL+ Jm2 Capital Inc. $238.4M · Edmond, OK
Oklahoma City, OK
Grants Pass, OR
Lexington, KY
Assets under management$251M$263.8M$264M
Asset growth, last 2 years+58%+24%+13%
Advisory staff223
Individual clients388387227
Assets per client$647K$682K$1.2M
Clients per advisor19419476
Main custodianAltruistSchwabRaymond James
Filing with the SEC since20222012 or earlier2017
Tools in their stack21–
People on Advicer.bio235

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, LLCWallace Hart Capital Management
Custodial Platform
AltruistUses it––
Tax Planning
Wealth.comUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Windle Wealth: Altruist, Schwab · Welch Investment Group, LLC: Schwab · Wallace Hart Capital Management: Raymond James