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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 Windrock Wealth Management (swap one in):+ Unique Wealth Strategies $381.5M · Burr Ridge, IL+ Sculati Wealth Management, LLC $381.5M · Bloomfield Hills, MI+ Rhp Wealth Management $344.8M · Houston, TX+ Hicks Capital Management, LLC $344.7M · Columbus, OH
Naperville, IL
Barrington, IL
Oak Brook, IL
Assets under management$363.2M$382.2M$341.5M
Asset growth, last 2 years+6%+31%+29%
Advisory staff462
Individual clients83826406
Assets per client$4.4M$463K$841K
Clients per advisor21138203
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520202022
Tools in their stack1––
People on Advicer.bio452

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.

ToolWindrock Wealth ManagementCarter Financial Group, Inc.Ergawealth Advisors, Inc.
CRM
Envestnet TamaracUses it––

Custodians on Form ADV: Windrock Wealth Management: Schwab · Carter Financial Group, Inc.: Schwab · Ergawealth Advisors, Inc.: Schwab