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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):+ Harbour Investment Management L.l.c. $381.6M · Edmonds, WA+ Sculati Wealth Management, LLC $381.5M · Bloomfield Hills, MI+ Rhp Wealth Management $344.8M · Houston, TX+ Ergawealth Advisors, Inc. $341.5M · Oak Brook, IL
Naperville, IL
Barrington, IL
Burr Ridge, IL
Assets under management$363.2M$382.2M$381.5M
Asset growth, last 2 years+6%+31%+52%
Advisory staff464
Individual clients83826285
Assets per client$4.4M$463K$1.3M
Clients per advisor2113871
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520202022
Tools in their stack1–2
People on Advicer.bio455

From each firm's latest Form ADV (Mar 2026, Aug 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.Unique Wealth Strategies
CRM
Envestnet TamaracUses it––
Salesforce––Uses it
Custodial Platform
Charles Schwab––Uses it

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